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Larson Financial Group’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Larson Financial Group’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-32
Closed -$1K – 769
2020
Q3 		$1K Hold
32
– – ﹤0.01% 644
2020
Q2 		$1K Buy
+32
New +$740 ﹤0.01% 602

Other funds holding CUT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Larson Financial Group's CUT Position: Q4 2020 in Review

Larson Financial Group sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2020, closing a stake of 32 shares — an estimated $1K sold.

Larson Financial Group first reported a position in CUT in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 41 funds tracked by Wall St. Rank hold CUT as of Q4 2020.

  • Larson Financial Group reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2020 after selling out during the quarter.
  • Larson Financial Group sold 32 Invesco MSCI Global Timber ETF shares in Q4 2020, an estimated $1K.
  • Larson Financial Group first reported a position in Invesco MSCI Global Timber ETF in Q2 2020 and held it in 2 quarters.
  • Larson Financial Group's Invesco MSCI Global Timber ETF position peaked at $1K in Q3 2020.
  • 41 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2020.

Based on Larson Financial Group's 13F filing for Q4 2020, filed 14 Jan 2021.