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Halpern Financial’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Halpern Financial’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-449
Closed -$21.7K – 290
2021
Q3 		$21.7K Buy
+449
New +$21.8K 0.01% 108

Other funds holding TOTL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Halpern Financial's TOTL Position: Q4 2021 in Review

Halpern Financial sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2021, closing a stake of 449 shares — an estimated $21.7K sold.

Halpern Financial first reported a position in TOTL in Q3 2021 and held it in 1 quarter. The position peaked at $21.7K in Q3 2021. 364 funds tracked by Wall St. Rank hold TOTL as of Q4 2021.

  • Halpern Financial reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 449 State Street DoubleLine Total Return Tactical ETF shares in Q4 2021, an estimated $21.7K.
  • Halpern Financial first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2021 and held it in 1 quarter.
  • Halpern Financial's State Street DoubleLine Total Return Tactical ETF position peaked at $21.7K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.