GWMIA
FLGE

Global Wealth Management Investment Advisory’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio FLGE Stock Details FLGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-107
Closed -$48K – 522
2020
Q3 		$48K Hold
107
– – 0.02% 182
2020
Q2 		$38K Sell
107
-48
-31% -$14.8K 0.02% 216
2020
Q1 		$35K Buy
+155
New +$49.2K 0.02% 195

Other funds holding FLGE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's FLGE Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q4 2020, closing a stake of 107 shares — an estimated $48K sold.

Global Wealth Management Investment Advisory first reported a position in FLGE in Q1 2020 and held it in 3 quarters. The position peaked at $48K in Q3 2020. 42 funds tracked by Wall St. Rank hold FLGE as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 107 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q4 2020, an estimated $48K.
  • Global Wealth Management Investment Advisory first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q1 2020 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $48K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.