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Founders Financial Securities’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Founders Financial Securities’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-48,605
Closed -$1.68M – 334
2022
Q4 		$1.68M Sell
48,605
-35,861
-42% -$1.25M 0.26% 80
2022
Q3 		$2.71M Buy
84,466
+19,445
+30% +$697K 0.48% 46
2022
Q2 		$2.22M Sell
65,021
-10,752
-14% -$398K 0.43% 48
2022
Q1 		$3.1M Sell
75,773
-4,375
-5% -$176K 0.55% 39
2021
Q4 		$3.42M Sell
80,148
-3,774
-4% -$155K 0.61% 36
2021
Q3 		$3.19M Sell
83,922
-26,550
-24% -$1.04M 0.64% 34
2021
Q2 		$4.17M Sell
110,472
-4,075
-4% -$150K 0.83% 22
2021
Q1 		$3.98M Buy
114,547
+5,141
+5% +$174K 0.92% 22
2020
Q4 		$3.59M Buy
+109,406
New +$3.42M 0.86% 28
2020
Q3 		– Sell
-106,674
Closed -$2.91M – 199
2020
Q2 		$2.91M Buy
106,674
+27,908
+35% +$717K 0.94% 25
2020
Q1 		$1.78M Sell
78,766
-47,812
-38% -$1.27M 0.66% 20
2019
Q4 		$3.53M Buy
126,578
+2,816
+2% +$75K 1.19% 25
2019
Q3 		$3.17M Buy
+123,762
New +$3.16M 1.01% 29

Other funds holding SNPE

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Founders Financial Securities's SNPE Position: Q1 2023 in Review

Founders Financial Securities sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q1 2023, closing a stake of 48,605 shares — an estimated $1.68M sold.

Founders Financial Securities first reported a position in SNPE in Q3 2019 and held it in 13 quarters. The position peaked at $4.17M in Q2 2021. 61 funds tracked by Wall St. Rank hold SNPE as of Q1 2023.

  • Founders Financial Securities reported no remaining Xtrackers S&P 500 ESG ETF position as of Q1 2023 after selling out during the quarter.
  • Founders Financial Securities sold 48,605 Xtrackers S&P 500 ESG ETF shares in Q1 2023, an estimated $1.68M.
  • Founders Financial Securities first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2019 and held it in 13 quarters.
  • Founders Financial Securities's Xtrackers S&P 500 ESG ETF position peaked at $4.17M in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2023.

Based on Founders Financial Securities's 13F filing for Q1 2023, filed 4 May 2023.