KFI
GLO

Key Financial Inc’s Clough Global Opportunities Fund GLO Stock Holding History

Key Financial Inc’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,000
Closed -$19K – 1116
2022
Q1 		$19K Buy
+2,000
New +$19.4K 0.01% 512

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Key Financial Inc's GLO Position: Q2 2022 in Review

Key Financial Inc sold out of Clough Global Opportunities Fund (GLO) in Q2 2022, closing a stake of 2,000 shares — an estimated $19K sold.

Key Financial Inc first reported a position in GLO in Q1 2022 and held it in 1 quarter. The position peaked at $19K in Q1 2022. 48 funds tracked by Wall St. Rank hold GLO as of Q2 2022.

  • Key Financial Inc reported no remaining Clough Global Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Key Financial Inc sold 2,000 Clough Global Opportunities Fund shares in Q2 2022, an estimated $19K.
  • Key Financial Inc first reported a position in Clough Global Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • Key Financial Inc's Clough Global Opportunities Fund position peaked at $19K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2022.

Based on Key Financial Inc's 13F filing for Q2 2022, filed 26 Jul 2022.