Leicht Financial Planning & Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-79,343	Closed	-$3.33M	–	24
2023 Q3	$3.33M	Buy	79,343 +4,798	+6%	+$214K	2.06%	16
2023 Q2	$3.43M	Buy	+74,545	New	+$3.4M	2.07%	15

Other funds holding FEZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's FEZ Position: Q4 2023 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2023, closing a stake of 79,343 shares — an estimated $3.33M sold.

Leicht Financial Planning & Wealth Management first reported a position in FEZ in Q2 2023 and held it in 2 quarters. The position peaked at $3.43M in Q2 2023. 222 funds tracked by Wall St. Rank hold FEZ as of Q4 2023.

Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2023 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 79,343 State Street SPDR EURO STOXX 50 ETF shares in Q4 2023, an estimated $3.33M.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2023 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $3.43M in Q2 2023.
222 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.