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Golden State Equity Partners’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Golden State Equity Partners’s Portfolio CEFA Stock Details CEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-190
Closed -$6.22K – 517
2024
Q3 		$6.22K Buy
+190
New +$5.96K ﹤0.01% 630

Other funds holding CEFA

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Equity Partners's CEFA Position: Q4 2024 in Review

Golden State Equity Partners sold out of Global X S&P Catholic Values Developed ex-US ETF (CEFA) in Q4 2024, closing a stake of 190 shares — an estimated $6.22K sold.

Golden State Equity Partners first reported a position in CEFA in Q3 2024 and held it in 1 quarter. The position peaked at $6.22K in Q3 2024. 17 funds tracked by Wall St. Rank hold CEFA as of Q4 2024.

  • Golden State Equity Partners reported no remaining Global X S&P Catholic Values Developed ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 190 Global X S&P Catholic Values Developed ex-US ETF shares in Q4 2024, an estimated $6.22K.
  • Golden State Equity Partners first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Global X S&P Catholic Values Developed ex-US ETF position peaked at $6.22K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.