GBWM
HAIL icon

Granite Bay Wealth Management’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Granite Bay Wealth Management’s Portfolio HAIL Stock Details HAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,022
Closed -$277K – 62
2021
Q4 		$277K Buy
+5,022
New +$292K 0.27% 47

Other funds holding HAIL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return

Granite Bay Wealth Management's HAIL Position: Q1 2022 in Review

Granite Bay Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2022, closing a stake of 5,022 shares — an estimated $277K sold.

Granite Bay Wealth Management first reported a position in HAIL in Q4 2021 and held it in 1 quarter. The position peaked at $277K in Q4 2021. 60 funds tracked by Wall St. Rank hold HAIL as of Q1 2022.

  • Granite Bay Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2022 after selling out during the quarter.
  • Granite Bay Wealth Management sold 5,022 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2022, an estimated $277K.
  • Granite Bay Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2021 and held it in 1 quarter.
  • Granite Bay Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $277K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2022.

Based on Granite Bay Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.