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Money Concepts Capital’s GraniteShares Gold Shares BAR Stock Holding History

Money Concepts Capital’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-652
Closed -$11.8K – 665
2022
Q4 		$11.8K Buy
+652
New +$11.2K ﹤0.01% 1935

Other funds holding BAR

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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Money Concepts Capital's BAR Position: Q1 2023 in Review

Money Concepts Capital sold out of GraniteShares Gold Shares (BAR) in Q1 2023, closing a stake of 652 shares — an estimated $11.8K sold.

Money Concepts Capital first reported a position in BAR in Q4 2022 and held it in 1 quarter. The position peaked at $11.8K in Q4 2022. 118 funds tracked by Wall St. Rank hold BAR as of Q1 2023.

  • Money Concepts Capital reported no remaining GraniteShares Gold Shares position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 652 GraniteShares Gold Shares shares in Q1 2023, an estimated $11.8K.
  • Money Concepts Capital first reported a position in GraniteShares Gold Shares in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's GraniteShares Gold Shares position peaked at $11.8K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.