Panagora Asset Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Panagora Asset Management’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-112	Closed	-$2K	–	1990
2021 Q2	$2K	Sell	112 -140	-56%	-$2.94K	﹤0.01%	2631
2021 Q1	$5K	Buy	252 +31	+14%	+$638	﹤0.01%	2576
2020 Q4	$4K	Sell	221 -1,047	-83%	-$19.3K	﹤0.01%	2520
2020 Q3	$22K	Hold	1,268	–	–	﹤0.01%	2182
2020 Q2	$21K	Hold	1,268	–	–	﹤0.01%	2132
2020 Q1	$19K	Buy	1,268 +597	+89%	+$10.5K	﹤0.01%	2053
2019 Q4	$12K	Sell	671 -939	-58%	-$18K	﹤0.01%	2101
2019 Q3	$31K	Buy	+1,610	New	+$32.3K	﹤0.01%	2028

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Panagora Asset Management's GOF Position: Q3 2021 in Review

Panagora Asset Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2021, closing a stake of 112 shares — an estimated $2K sold.

Panagora Asset Management first reported a position in GOF in Q3 2019 and held it in 8 quarters. The position peaked at $31K in Q3 2019. 84 funds tracked by Wall St. Rank hold GOF as of Q3 2021.

Panagora Asset Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 112 Guggenheim Strategic Opportunities Fund shares in Q3 2021, an estimated $2K.
Panagora Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2019 and held it in 8 quarters.
Panagora Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $31K in Q3 2019.
84 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.