HGERS
GRES

Householder Group Estate & Retirement Specialist’s IQ ARB Global Resources GRES Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,021
Closed -$431K – 1249
2022
Q3 		$431K Sell
15,021
-1,774
-11% -$55.1K 0.18% 118
2022
Q2 		$518K Buy
+16,795
New +$573K 0.23% 105

Other funds holding GRES

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GRES Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of IQ ARB Global Resources (GRES) in Q4 2022, closing a stake of 15,021 shares — an estimated $431K sold.

Householder Group Estate & Retirement Specialist first reported a position in GRES in Q2 2022 and held it in 2 quarters. The position peaked at $518K in Q2 2022. 27 funds tracked by Wall St. Rank hold GRES as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining IQ ARB Global Resources position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 15,021 IQ ARB Global Resources shares in Q4 2022, an estimated $431K.
  • Householder Group Estate & Retirement Specialist first reported a position in IQ ARB Global Resources in Q2 2022 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's IQ ARB Global Resources position peaked at $518K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.