FourThought Financial’s Adams Natural Resources Fund PEO Stock Holding History

FourThought Financial’s Portfolio PEO Stock Details PEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Buy	+50	New	+$988	﹤0.01%	1437

Other funds holding PEO

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial's PEO Position: Q3 2022 in Review

FourThought Financial opened a new position in Adams Natural Resources Fund (PEO) in Q3 2022: 50 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

66 funds tracked by Wall St. Rank hold PEO as of Q3 2022.

FourThought Financial held 50 shares of Adams Natural Resources Fund worth $1K as of Q3 2022.
Adams Natural Resources Fund was a new FourThought Financial position in Q3 2022.
Adams Natural Resources Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1437 holding.
66 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.