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Pathstone Family Office’s State Street Global Allocation ETF GAL Stock Holding History

Pathstone Family Office’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,675
Closed -$182K – 1212
2020
Q3 		$182K Buy
+4,675
New +$181K 0.02% 207

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Pathstone Family Office's GAL Position: Q4 2020 in Review

Pathstone Family Office sold out of State Street Global Allocation ETF (GAL) in Q4 2020, closing a stake of 4,675 shares — an estimated $182K sold.

Pathstone Family Office first reported a position in GAL in Q3 2020 and held it in 1 quarter. The position peaked at $182K in Q3 2020. 45 funds tracked by Wall St. Rank hold GAL as of Q4 2020.

  • Pathstone Family Office reported no remaining State Street Global Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Pathstone Family Office sold 4,675 State Street Global Allocation ETF shares in Q4 2020, an estimated $182K.
  • Pathstone Family Office first reported a position in State Street Global Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Pathstone Family Office's State Street Global Allocation ETF position peaked at $182K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.