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Legacy Capital Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Legacy Capital Partners’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,810
Closed -$245K – 142
2020
Q3 		$245K Buy
11,810
+59
+0.5% +$1.22K 0.1% 124
2020
Q2 		$239K Sell
11,751
-279
-2% -$5.6K 0.1% 124
2020
Q1 		$236K Buy
12,030
+12
+0.1% +$236 0.12% 116
2019
Q4 		$236K Buy
+12,018
New +$235K 0.1% 137

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Legacy Capital Partners's TIPX Position: Q4 2020 in Review

Legacy Capital Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2020, closing a stake of 11,810 shares — an estimated $245K sold.

Legacy Capital Partners first reported a position in TIPX in Q4 2019 and held it in 4 quarters. The position peaked at $245K in Q3 2020. 46 funds tracked by Wall St. Rank hold TIPX as of Q4 2020.

  • Legacy Capital Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 11,810 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2020, an estimated $245K.
  • Legacy Capital Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2019 and held it in 4 quarters.
  • Legacy Capital Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $245K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2020.

Based on Legacy Capital Partners's 13F filing for Q4 2020, filed 2 Feb 2021.