Guardian Wealth Advisors (North Carolina)’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14	Closed	-$1K	–	386
2022 Q3	$1K	Sell	14 -1,425	-99%	-$95.9K	﹤0.01%	328
2022 Q2	$93K	Hold	1,439	–	–	0.02%	206
2022 Q1	$111K	Hold	1,439	–	–	0.05%	169
2021 Q4	$119K	Buy	+1,439	New	+$123K	0.05%	154

Other funds holding CWB

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CWB Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2022, closing a stake of 14 shares — an estimated $1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CWB in Q4 2021 and held it in 4 quarters. The position peaked at $119K in Q4 2021. 472 funds tracked by Wall St. Rank hold CWB as of Q4 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 14 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2022, an estimated $1K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2021 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Bloomberg Convertible Securities ETF position peaked at $119K in Q4 2021.
472 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.