Intrepid Financial Planning Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Intrepid Financial Planning Group’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-21,212	Closed	-$851K	–	131
2024 Q2	$851K	Sell	21,212 -25	-0.1%	-$1.04K	0.37%	54
2024 Q1	$872K	Sell	21,237 -485	-2%	-$19K	0.38%	53
2023 Q4	$890K	Sell	21,722 -1,241	-5%	-$49.4K	0.43%	45
2023 Q3	$929K	Buy	22,963 +257	+1%	+$10.5K	0.48%	41
2023 Q2	$910K	Buy	22,706 +93	+0.4%	+$3.84K	0.44%	47
2023 Q1	$956K	Buy	+22,613	New	+$986K	0.48%	43

Other funds holding GUNR

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Intrepid Financial Planning Group's GUNR Position: Q3 2024 in Review

Intrepid Financial Planning Group sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2024, closing a stake of 21,212 shares — an estimated $851K sold.

Intrepid Financial Planning Group first reported a position in GUNR in Q1 2023 and held it in 6 quarters. The position peaked at $956K in Q1 2023. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

Intrepid Financial Planning Group reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2024 after selling out during the quarter.
Intrepid Financial Planning Group sold 21,212 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2024, an estimated $851K.
Intrepid Financial Planning Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2023 and held it in 6 quarters.
Intrepid Financial Planning Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $956K in Q1 2023.
266 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2024, filed 4 Nov 2024.