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Great Diamond Partners’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Great Diamond Partners’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,779
Closed -$214K – 213
2022
Q3 		$214K Buy
7,779
+450
+6% +$14.1K 0.07% 191
2022
Q2 		$227K Buy
+7,329
New +$251K 0.08% 193

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VA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Great Diamond Partners's CUT Position: Q4 2022 in Review

Great Diamond Partners sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2022, closing a stake of 7,779 shares — an estimated $214K sold.

Great Diamond Partners first reported a position in CUT in Q2 2022 and held it in 2 quarters. The position peaked at $227K in Q2 2022. 43 funds tracked by Wall St. Rank hold CUT as of Q4 2022.

  • Great Diamond Partners reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2022 after selling out during the quarter.
  • Great Diamond Partners sold 7,779 Invesco MSCI Global Timber ETF shares in Q4 2022, an estimated $214K.
  • Great Diamond Partners first reported a position in Invesco MSCI Global Timber ETF in Q2 2022 and held it in 2 quarters.
  • Great Diamond Partners's Invesco MSCI Global Timber ETF position peaked at $227K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2022.

Based on Great Diamond Partners's 13F filing for Q4 2022, filed 1 Feb 2023.