Horizon Financial Services’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Horizon Financial Services’s Portfolio NZAC Stock Details NZAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-440	Closed	-$14K	–	147
2021 Q3	$14K	Hold	440	–	–	0.01%	101
2021 Q2	$14K	Hold	440	–	–	0.01%	97
2021 Q1	$13K	Hold	440	–	–	0.01%	63
2020 Q4	$13K	Hold	440	–	–	0.01%	53
2020 Q3	$11K	Buy	+440	New	+$10.9K	0.01%	54

Other funds holding NZAC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Horizon Financial Services's NZAC Position: Q4 2021 in Review

Horizon Financial Services sold out of State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) in Q4 2021, closing a stake of 440 shares — an estimated $14K sold.

Horizon Financial Services first reported a position in NZAC in Q3 2020 and held it in 5 quarters. The position peaked at $14K in Q3 2021. 25 funds tracked by Wall St. Rank hold NZAC as of Q4 2021.

Horizon Financial Services reported no remaining State Street SPDR MSCI ACWI Climate Paris Aligned ETF position as of Q4 2021 after selling out during the quarter.
Horizon Financial Services sold 440 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q4 2021, an estimated $14K.
Horizon Financial Services first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q3 2020 and held it in 5 quarters.
Horizon Financial Services's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $14K in Q3 2021.
25 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q4 2021.

Based on Horizon Financial Services's 13F filing for Q4 2021, filed 31 Jan 2022.