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Global Assets Advisory’s Harbor Long-Term Growers ETF WINN Stock Holding History

Global Assets Advisory’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,144
Closed -$901K – 524
2024
Q1 		$901K Buy
+21,144
New +$475K 0.04% 248

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Assets Advisory's WINN Position: Q2 2024 in Review

Global Assets Advisory sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2024, closing a stake of 21,144 shares — an estimated $901K sold.

Global Assets Advisory first reported a position in WINN in Q1 2024 and held it in 1 quarter. The position peaked at $901K in Q1 2024. 66 funds tracked by Wall St. Rank hold WINN as of Q2 2024.

  • Global Assets Advisory reported no remaining Harbor Long-Term Growers ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 21,144 Harbor Long-Term Growers ETF shares in Q2 2024, an estimated $901K.
  • Global Assets Advisory first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Harbor Long-Term Growers ETF position peaked at $901K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.