Moss Adams Wealth Advisors’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Moss Adams Wealth Advisors’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-90	Closed	-$5.01K	–	138
2023 Q3	$5.01K	Sell	90 -40	-31%	-$2.23K	﹤0.01%	148
2023 Q2	$7.01K	Buy	130 +40	+44%	+$2.21K	﹤0.01%	128
2023 Q1	$5.14K	Hold	90	–	–	﹤0.01%	146
2022 Q4	$5.13K	Buy	+90	New	+$5.07K	﹤0.01%	149

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Moss Adams Wealth Advisors's GNR Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2023, closing a stake of 90 shares — an estimated $5.01K sold.

Moss Adams Wealth Advisors first reported a position in GNR in Q4 2022 and held it in 4 quarters. The position peaked at $7.01K in Q2 2023. 244 funds tracked by Wall St. Rank hold GNR as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 90 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2023, an estimated $5.01K.
Moss Adams Wealth Advisors first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's State Street SPDR S&P Global Natural Resources ETF position peaked at $7.01K in Q2 2023.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.