Global Retirement Partners’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,997
Closed -$44K 3119
2022
Q3
$44K Hold
4,997
﹤0.01% 1075
2022
Q2
$44K Buy
4,997
+2,900
+138% +$27.1K ﹤0.01% 1043
2022
Q1
$19K Buy
+2,097
New +$25.3K ﹤0.01% 1377
2021
Q4
Sell
-2,097
Closed -$30K 1983
2021
Q3
$30K Sell
2,097
-4,640
-69% -$68.5K ﹤0.01% 1061
2021
Q2
$102K Hold
6,737
0.01% 631
2021
Q1
$98K Sell
6,737
-200
-3% -$2.96K 0.01% 579
2020
Q4
$99K Buy
+6,937
New +$92.1K 0.01% 535

Global Retirement Partners's FEO Position: Q4 2022 in Review

Global Retirement Partners sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q4 2022, closing a stake of 4,997 shares — an estimated $44K sold.

Global Retirement Partners first reported a position in FEO in Q4 2020 and held it in 7 quarters. The position peaked at $102K in Q2 2021. 0 funds tracked by Wall St. Rank hold FEO as of Q4 2022.

  • Global Retirement Partners reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 4,997 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2022, an estimated $44K.
  • Global Retirement Partners first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q4 2020 and held it in 7 quarters.
  • Global Retirement Partners's First Trust/abrdn Emerging Opportunity Fund position peaked at $102K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.