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Greystone Financial Group’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Greystone Financial Group’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,314
Closed -$4.66M – 87
2021
Q1 		$4.66M Buy
+14,314
New +$907K 1.17% 43

Other funds holding AADR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Greystone Financial Group's AADR Position: Q2 2021 in Review

Greystone Financial Group sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2021, closing a stake of 14,314 shares — an estimated $4.66M sold.

Greystone Financial Group first reported a position in AADR in Q1 2021 and held it in 1 quarter. The position peaked at $4.66M in Q1 2021. 29 funds tracked by Wall St. Rank hold AADR as of Q2 2021.

  • Greystone Financial Group reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q2 2021 after selling out during the quarter.
  • Greystone Financial Group sold 14,314 AdvisorShares Dorsey Wright ADR ETF shares in Q2 2021, an estimated $4.66M.
  • Greystone Financial Group first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2021 and held it in 1 quarter.
  • Greystone Financial Group's AdvisorShares Dorsey Wright ADR ETF position peaked at $4.66M in Q1 2021.
  • 29 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2021.

Based on Greystone Financial Group's 13F filing for Q2 2021, filed 13 Aug 2021.