GeoWealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

GeoWealth Management’s Portfolio SKOR Stock Details SKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,905	Closed	-$319K	–	432
2022 Q4	$319K	Sell	6,905 -364	-5%	-$16.8K	0.03%	186
2022 Q3	$330K	Sell	7,269 -5,024	-41%	-$238K	0.04%	193
2022 Q2	$583K	Buy	12,293 +4,444	+57%	+$214K	0.08%	140
2022 Q1	$392K	Buy	7,849 +2,352	+43%	+$120K	0.03%	233
2021 Q4	$290K	Buy	5,497 +1,567	+40%	+$83.5K	0.02%	248
2021 Q3	$211K	Buy	3,930 +1,370	+54%	+$74.3K	0.02%	287
2021 Q2	$139K	Buy	+2,560	New	+$138K	0.02%	206

Other funds holding SKOR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's SKOR Position: Q1 2023 in Review

GeoWealth Management sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2023, closing a stake of 6,905 shares — an estimated $319K sold.

GeoWealth Management first reported a position in SKOR in Q2 2021 and held it in 7 quarters. The position peaked at $583K in Q2 2022. 30 funds tracked by Wall St. Rank hold SKOR as of Q1 2023.

GeoWealth Management reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2023 after selling out during the quarter.
GeoWealth Management sold 6,905 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2023, an estimated $319K.
GeoWealth Management first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q2 2021 and held it in 7 quarters.
GeoWealth Management's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $583K in Q2 2022.
30 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.