Osaic Holdings’s GWG Holdings, Inc GWGH Stock Holding History

Osaic Holdings’s Portfolio GWGH Stock Details GWGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,000	Closed	-$10K	–	7775
2021 Q4	$10K	Buy	+1,000	New	+$9.3K	﹤0.01%	6307

Other funds holding GWGH

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Osaic Holdings's GWGH Position: Q1 2022 in Review

Osaic Holdings sold out of GWG Holdings, Inc (GWGH) in Q1 2022, closing a stake of 1,000 shares — an estimated $10K sold.

Osaic Holdings first reported a position in GWGH in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 15 funds tracked by Wall St. Rank hold GWGH as of Q1 2022.

Osaic Holdings reported no remaining GWG Holdings, Inc position as of Q1 2022 after selling out during the quarter.
Osaic Holdings sold 1,000 GWG Holdings, Inc shares in Q1 2022, an estimated $10K.
Osaic Holdings first reported a position in GWG Holdings, Inc in Q4 2021 and held it in 1 quarter.
Osaic Holdings's GWG Holdings, Inc position peaked at $10K in Q4 2021.
15 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q1 2022.

Based on Osaic Holdings's 13F filing for Q1 2022, filed 4 May 2022.