Lowe Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Lowe Wealth Advisors’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 Q3	–	Sell	-450	Closed	-$20.7K	–	326
2023 Q2	$20.7K	Buy	+450	New	+$20.5K	0.01%	157

Other funds holding FEZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Lowe Wealth Advisors's FEZ Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2023, closing a stake of 450 shares — an estimated $20.7K sold.

Lowe Wealth Advisors first reported a position in FEZ in Q2 2023 and held it in 1 quarter. The position peaked at $20.7K in Q2 2023. 213 funds tracked by Wall St. Rank hold FEZ as of Q3 2023.

Lowe Wealth Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 450 State Street SPDR EURO STOXX 50 ETF shares in Q3 2023, an estimated $20.7K.
Lowe Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2023 and held it in 1 quarter.
Lowe Wealth Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $20.7K in Q2 2023.
213 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.