Hexagon Capital Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Hexagon Capital Partners’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11	Closed	-$445	–	1456
2023 Q3	$445	Hold	11	–	–	﹤0.01%	1278
2023 Q2	$441	Hold	11	–	–	﹤0.01%	1282
2023 Q1	$465	Hold	11	–	–	﹤0.01%	1272
2022 Q4	$478	Hold	11	–	–	﹤0.01%	1299
2022 Q3	$0	Sell	11 -80	-88%	-$3.22K	﹤0.01%	1354
2022 Q2	$4K	Hold	91	–	–	﹤0.01%	843
2022 Q1	$4K	Hold	91	–	–	﹤0.01%	736
2021 Q4	$4K	Hold	91	–	–	﹤0.01%	708
2021 Q3	$3K	Hold	91	–	–	﹤0.01%	723
2021 Q2	$3K	Hold	91	–	–	﹤0.01%	689
2021 Q1	$3K	Sell	91 -31	-25%	-$1.1K	﹤0.01%	644
2020 Q4	$3K	Hold	122	–	–	﹤0.01%	604
2020 Q3	$3K	Buy	+122	New	+$3.55K	﹤0.01%	575

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Hexagon Capital Partners's GUNR Position: Q4 2023 in Review

Hexagon Capital Partners sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2023, closing a stake of 11 shares — an estimated $445 sold.

Hexagon Capital Partners first reported a position in GUNR in Q3 2020 and held it in 13 quarters. The position peaked at $4K in Q2 2022. 292 funds tracked by Wall St. Rank hold GUNR as of Q4 2023.

Hexagon Capital Partners reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
Hexagon Capital Partners sold 11 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2023, an estimated $445.
Hexagon Capital Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2020 and held it in 13 quarters.
Hexagon Capital Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $4K in Q2 2022.
292 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2023.

Based on Hexagon Capital Partners's 13F filing for Q4 2023, filed 5 Feb 2024.