IWM
GRES

IHT Wealth Management’s IQ ARB Global Resources GRES Stock Holding History

IHT Wealth Management’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
2023
Q1 		– Sell
-7,449
Closed -$254K – 1008
2022
Q4 		$254K Buy
+7,449
New +$244K 0.02% 723

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

IHT Wealth Management's GRES Position: Q1 2023 in Review

IHT Wealth Management sold out of IQ ARB Global Resources (GRES) in Q1 2023, closing a stake of 7,449 shares — an estimated $254K sold.

IHT Wealth Management first reported a position in GRES in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 23 funds tracked by Wall St. Rank hold GRES as of Q1 2023.

  • IHT Wealth Management reported no remaining IQ ARB Global Resources position as of Q1 2023 after selling out during the quarter.
  • IHT Wealth Management sold 7,449 IQ ARB Global Resources shares in Q1 2023, an estimated $254K.
  • IHT Wealth Management first reported a position in IQ ARB Global Resources in Q4 2022 and held it in 1 quarter.
  • IHT Wealth Management's IQ ARB Global Resources position peaked at $254K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.