FourThought Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

FourThought Financial’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$16K	Buy	+400	New	+$16.9K	﹤0.01%	922
2021 Q4	–	Sell	-400	Closed	-$18K	–	1570
2021 Q3	$18K	Buy	+400	New	+$18.4K	﹤0.01%	977

Other funds holding SRLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

FourThought Financial's SRLN Position: Q3 2022 in Review

FourThought Financial opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022: 400 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: FourThought Financial previously reported a position in SRLN as recently as Q3 2021.

FourThought Financial first reported a position in SRLN in Q3 2021 and has held it in 2 quarters since. The position peaked at $18K in Q3 2021. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

FourThought Financial held 400 shares of State Street Blackstone Senior Loan ETF worth $16K as of Q3 2022.
State Street Blackstone Senior Loan ETF was a new FourThought Financial position in Q3 2022.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #922 holding.
FourThought Financial first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and has held it in 2 quarters since.
FourThought Financial's State Street Blackstone Senior Loan ETF position peaked at $18K in Q3 2021.
518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

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