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Garrett Wealth Advisory Group’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Garrett Wealth Advisory Group’s Portfolio HAIL Stock Details HAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,414
Closed -$212K – 56
2021
Q2 		$212K Hold
3,414
– – 0.14% 46
2021
Q1 		$208K Buy
+3,414
New +$216K 0.15% 46

Other funds holding HAIL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Garrett Wealth Advisory Group's HAIL Position: Q3 2021 in Review

Garrett Wealth Advisory Group sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2021, closing a stake of 3,414 shares — an estimated $212K sold.

Garrett Wealth Advisory Group first reported a position in HAIL in Q1 2021 and held it in 2 quarters. The position peaked at $212K in Q2 2021. 58 funds tracked by Wall St. Rank hold HAIL as of Q3 2021.

  • Garrett Wealth Advisory Group reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2021 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 3,414 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2021, an estimated $212K.
  • Garrett Wealth Advisory Group first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 2 quarters.
  • Garrett Wealth Advisory Group's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $212K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2021.

Based on Garrett Wealth Advisory Group's 13F filing for Q3 2021, filed 26 Oct 2021.