Oliver Lagore Vanvalin Investment Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$55	–	702
2024 Q3	$55	Hold	1	–	–	﹤0.01%	672
2024 Q2	$54	Sell	1 -1	-50%	-$42	﹤0.01%	717
2024 Q1	$73	Sell	2 -311	-99%	-$12.2K	﹤0.01%	714
2023 Q4	$12.8K	Sell	313 -29,265	-99%	-$1.16M	﹤0.01%	377
2023 Q3	$1.2M	Sell	29,578 -29,111	-50%	-$1.19M	0.47%	34
2023 Q2	$2.35M	Buy	58,689 +33,130	+130%	+$1.37M	0.86%	21
2023 Q1	$1.08M	Buy	25,559 +16,463	+181%	+$718K	0.46%	27
2022 Q4	$395K	Buy	9,096 +560	+7%	+$23.7K	0.22%	55
2022 Q3	$321K	Buy	8,536 +4,768	+127%	+$192K	0.21%	65
2022 Q2	$149K	Buy	+3,768	New	+$170K	0.09%	104

Other funds holding GUNR

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GUNR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2024, closing a stake of 1 share — an estimated $55 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in GUNR in Q2 2022 and held it in 10 quarters. The position peaked at $2.35M in Q2 2023. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 1 FlexShares Global Upstream Natural Resources Index Fund share in Q4 2024, an estimated $55.
Oliver Lagore Vanvalin Investment Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and held it in 10 quarters.
Oliver Lagore Vanvalin Investment Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.35M in Q2 2023.
290 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.