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Northwest Financial Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Northwest Financial Advisors’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,014
Closed -$622K – 244
2023
Q4 		$622K Buy
+15,014
New +$588K 0.53% 37

Other funds holding GAL

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwest Financial Advisors's GAL Position: Q1 2024 in Review

Northwest Financial Advisors sold out of State Street Global Allocation ETF (GAL) in Q1 2024, closing a stake of 15,014 shares — an estimated $622K sold.

Northwest Financial Advisors first reported a position in GAL in Q4 2023 and held it in 1 quarter. The position peaked at $622K in Q4 2023. 48 funds tracked by Wall St. Rank hold GAL as of Q1 2024.

  • Northwest Financial Advisors reported no remaining State Street Global Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 15,014 State Street Global Allocation ETF shares in Q1 2024, an estimated $622K.
  • Northwest Financial Advisors first reported a position in State Street Global Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street Global Allocation ETF position peaked at $622K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.