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Fortune Financial Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Fortune Financial Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,179
Closed -$335K – 132
2023
Q4 		$335K Sell
8,179
-354
-4% -$14.1K 0.23% 90
2023
Q3 		$345K Buy
8,533
+828
+11% +$34K 0.26% 87
2023
Q2 		$309K Buy
+7,705
New +$318K 0.23% 92

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Fortune Financial Advisors's GUNR Position: Q1 2024 in Review

Fortune Financial Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2024, closing a stake of 8,179 shares — an estimated $335K sold.

Fortune Financial Advisors first reported a position in GUNR in Q2 2023 and held it in 3 quarters. The position peaked at $345K in Q3 2023. 281 funds tracked by Wall St. Rank hold GUNR as of Q1 2024.

  • Fortune Financial Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 8,179 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2024, an estimated $335K.
  • Fortune Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2023 and held it in 3 quarters.
  • Fortune Financial Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $345K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2024.

Based on Fortune Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.