High Net Worth Advisory Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

High Net Worth Advisory Group’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$19.4K	–	317
2022 Q4	$19.4K	Hold	500	–	–	0.01%	442
2022 Q3	$15K	Hold	500	–	–	0.01%	487
2022 Q2	$17K	Hold	500	–	–	0.01%	475
2022 Q1	$21K	Hold	500	–	–	0.01%	447
2021 Q4	$23K	Buy	+500	New	+$23.3K	0.01%	447

Other funds holding FEZ

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

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

High Net Worth Advisory Group's FEZ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2023, closing a stake of 500 shares — an estimated $19.4K sold.

High Net Worth Advisory Group first reported a position in FEZ in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 221 funds tracked by Wall St. Rank hold FEZ as of Q1 2023.

High Net Worth Advisory Group reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 500 State Street SPDR EURO STOXX 50 ETF shares in Q1 2023, an estimated $19.4K.
High Net Worth Advisory Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's State Street SPDR EURO STOXX 50 ETF position peaked at $23K in Q4 2021.
221 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.