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Kelly Financial Services’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Kelly Financial Services’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-88
Closed -$4.22K – 824
2023
Q4 		$4.22K Hold
88
– – ﹤0.01% 489
2023
Q3 		$4.05K Hold
88
– – ﹤0.01% 475
2023
Q2 		$4.12K Sell
88
-1
-1% -$47 ﹤0.01% 472
2023
Q1 		$4.22K Buy
+89
New +$4.19K ﹤0.01% 450

Other funds holding SKOR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Kelly Financial Services's SKOR Position: Q1 2024 in Review

Kelly Financial Services sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2024, closing a stake of 88 shares — an estimated $4.22K sold.

Kelly Financial Services first reported a position in SKOR in Q1 2023 and held it in 4 quarters. The position peaked at $4.22K in Q4 2023. 34 funds tracked by Wall St. Rank hold SKOR as of Q1 2024.

  • Kelly Financial Services reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2024 after selling out during the quarter.
  • Kelly Financial Services sold 88 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2024, an estimated $4.22K.
  • Kelly Financial Services first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q1 2023 and held it in 4 quarters.
  • Kelly Financial Services's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $4.22K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.