Legacy Wealth Partners (California)’s Global X Internet of Things ETF SNSR Stock Holding History

Legacy Wealth Partners (California)’s Portfolio SNSR Stock Details SNSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$731K	Sell	20,460 -4,202	-17%	-$145K	0.41%	58
2021 Q1	$822K	Buy	24,662 +7,547	+44%	+$254K	0.48%	51
2020 Q4	$544K	Buy	17,115 +4,239	+33%	+$123K	0.34%	55
2020 Q3	$337K	Buy	+12,876	New	+$337K	0.24%	68

Other funds holding SNSR

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Legacy Wealth Partners (California)'s SNSR Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Global X Internet of Things ETF (SNSR) stake by 17% in Q2 2021, selling an estimated $145K and leaving 20,460 shares worth $731K. The position accounts for 0.41% of the portfolio, ranked #58.

Legacy Wealth Partners (California) first reported a position in SNSR in Q3 2020 and has held it in 4 quarters since. The position peaked at $822K in Q1 2021. 90 funds tracked by Wall St. Rank hold SNSR as of Q2 2021.

Legacy Wealth Partners (California) held 20,460 shares of Global X Internet of Things ETF worth $731K as of Q2 2021.
Legacy Wealth Partners (California) sold 4,202 Global X Internet of Things ETF shares in Q2 2021, an estimated $145K.
Global X Internet of Things ETF made up 0.41% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #58 holding.
Legacy Wealth Partners (California) first reported a position in Global X Internet of Things ETF in Q3 2020 and has held it in 4 quarters since.
Legacy Wealth Partners (California)'s Global X Internet of Things ETF position peaked at $822K in Q1 2021.
90 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.