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Keystone Financial Group (Kentucky)’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio GNR Stock Details GNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,715
Closed -$207K – 303
2023
Q3 		$207K Sell
3,715
-126
-3% -$7.04K 0.03% 281
2023
Q2 		$207K Buy
+3,841
New +$212K 0.04% 280

Other funds holding GNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s GNR Position: Q4 2023 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2023, closing a stake of 3,715 shares — an estimated $207K sold.

Keystone Financial Group (Kentucky) first reported a position in GNR in Q2 2023 and held it in 2 quarters. The position peaked at $207K in Q2 2023. 244 funds tracked by Wall St. Rank hold GNR as of Q4 2023.

  • Keystone Financial Group (Kentucky) reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 3,715 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2023, an estimated $207K.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2023 and held it in 2 quarters.
  • Keystone Financial Group (Kentucky)'s State Street SPDR S&P Global Natural Resources ETF position peaked at $207K in Q2 2023.
  • 244 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2023, filed 9 Feb 2024.