Northwestern Mutual Wealth Management
PHEQ

Northwestern Mutual Wealth Management’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-257
Closed -$7.16K – 3790
2024
Q2 		$7.16K Buy
+257
New +$7.01K ﹤0.01% 2763

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management's PHEQ Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Parametric Hedged Equity ETF (PHEQ) in Q3 2024, closing a stake of 257 shares — an estimated $7.16K sold.

Northwestern Mutual Wealth Management first reported a position in PHEQ in Q2 2024 and held it in 1 quarter. The position peaked at $7.16K in Q2 2024. 8 funds tracked by Wall St. Rank hold PHEQ as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Parametric Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 257 Parametric Hedged Equity ETF shares in Q3 2024, an estimated $7.16K.
  • Northwestern Mutual Wealth Management first reported a position in Parametric Hedged Equity ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Parametric Hedged Equity ETF position peaked at $7.16K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.