Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-432	Closed	-$24.1K	–	1214
2023 Q3	$24.1K	Buy	+432	New	+$24.1K	0.01%	596
2023 Q1	$23K	Buy	+400	New	+$23.3K	0.01%	611
2022 Q4	–	Sell	-400	Closed	-$19K	–	618
2022 Q3	$19K	Buy	+400	New	+$21.1K	0.01%	581

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GNR Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2023, closing a stake of 432 shares — an estimated $24.1K sold.

Householder Group Estate & Retirement Specialist first reported a position in GNR in Q3 2022 and held it in 3 quarters. The position peaked at $24.1K in Q3 2023. 244 funds tracked by Wall St. Rank hold GNR as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 432 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2023, an estimated $24.1K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P Global Natural Resources ETF position peaked at $24.1K in Q3 2023.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.