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MassMutual Private Wealth & Trust’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-75
Closed -$1.12K – 2189
2024
Q2 		$1.12K Buy
+75
New +$1.09K ﹤0.01% 1786
2020
Q1 		– Sell
-2,090
Closed -$38K – 716
2019
Q4 		$38K Buy
+2,090
New +$40K ﹤0.01% 455

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's GOF Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 75 shares — an estimated $1.12K sold.

MassMutual Private Wealth & Trust first reported a position in GOF in Q4 2019 and held it in 2 quarters. The position peaked at $38K in Q4 2019. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 75 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $1.12K.
  • MassMutual Private Wealth & Trust first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Guggenheim Strategic Opportunities Fund position peaked at $38K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.