Obermeyer Wealth Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Obermeyer Wealth Partners’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,135	Closed	-$417K	–	219
2022 Q1	$417K	Buy	10,135 +2,135	+27%	+$92.7K	0.03%	136
2021 Q4	$373K	Hold	8,000	–	–	0.02%	144
2021 Q3	$362K	Hold	8,000	–	–	0.02%	142
2021 Q2	$375K	Hold	8,000	–	–	0.02%	144
2021 Q1	$356K	Buy	+8,000	New	+$345K	0.02%	146

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Obermeyer Wealth Partners's FEZ Position: Q2 2022 in Review

Obermeyer Wealth Partners sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2022, closing a stake of 10,135 shares — an estimated $417K sold.

Obermeyer Wealth Partners first reported a position in FEZ in Q1 2021 and held it in 5 quarters. The position peaked at $417K in Q1 2022. 177 funds tracked by Wall St. Rank hold FEZ as of Q2 2022.

Obermeyer Wealth Partners reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2022 after selling out during the quarter.
Obermeyer Wealth Partners sold 10,135 State Street SPDR EURO STOXX 50 ETF shares in Q2 2022, an estimated $417K.
Obermeyer Wealth Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2021 and held it in 5 quarters.
Obermeyer Wealth Partners's State Street SPDR EURO STOXX 50 ETF position peaked at $417K in Q1 2022.
177 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.