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Newbridge Financial Services Group’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Newbridge Financial Services Group’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-278
Closed -$13.3K – 1214
2024
Q1 		$13.3K Sell
278
-2,711
-91% -$129K 0.01% 701
2023
Q4 		$143K Sell
2,989
-44
-1% -$2.04K 0.07% 227
2023
Q3 		$140K Hold
3,033
– – 0.07% 235
2023
Q2 		$142K Hold
3,033
– – 0.07% 251
2023
Q1 		$144K Hold
3,033
– – 0.08% 253
2022
Q4 		$141K Hold
3,033
– – 0.08% 239
2022
Q3 		$138K Buy
3,033
+229
+8% +$10.9K 0.08% 243
2022
Q2 		$133K Hold
2,804
– – 0.08% 225
2022
Q1 		$140K Buy
2,804
+133
+5% +$6.79K 0.07% 246
2021
Q4 		$141K Buy
+2,671
New +$142K 0.07% 248

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return

Newbridge Financial Services Group's SKOR Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q2 2024, closing a stake of 278 shares — an estimated $13.3K sold.

Newbridge Financial Services Group first reported a position in SKOR in Q4 2021 and held it in 10 quarters. The position peaked at $144K in Q1 2023. 39 funds tracked by Wall St. Rank hold SKOR as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 278 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q2 2024, an estimated $13.3K.
  • Newbridge Financial Services Group first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2021 and held it in 10 quarters.
  • Newbridge Financial Services Group's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $144K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.