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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
-901
Closed -$21.1K – 524
2024
Q1 		$21.1K Buy
+901
New +$20.2K 0.01% 415

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 901 shares — an estimated $21.1K sold.

Global Assets Advisory first reported a position in WINN in Q1 2024 and held it in 1 quarter. The position peaked at $21.1K 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 901 Harbor Long-Term Growers ETF shares in Q2 2024, an estimated $21.1K.
  • 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 $21.1K 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.