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Patriot Financial Group Insurance Agency’s State Street Global Allocation ETF GAL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,079
Closed -$42K – 983
2022
Q2 		$42K Buy
1,079
+7
+0.7% +$290 0.01% 786
2022
Q1 		$47K Sell
1,072
-259
-19% -$11.5K 0.01% 796
2021
Q4 		$61K Sell
1,331
-1,713
-56% -$80.1K 0.01% 797
2021
Q3 		$139K Buy
3,044
+40
+1% +$1.86K 0.02% 549
2021
Q2 		$138K Sell
3,004
-493
-14% -$22.5K 0.03% 534
2021
Q1 		$154K Buy
3,497
+13
+0.4% +$568 0.04% 448
2020
Q4 		$149K Buy
3,484
+1,768
+103% +$72.2K 0.04% 406
2020
Q3 		$67K Sell
1,716
-86
-5% -$3.34K 0.02% 477
2020
Q2 		$66K Sell
1,802
-257
-12% -$9.1K 0.03% 446
2020
Q1 		$67K Sell
2,059
-5,121
-71% -$193K 0.03% 395
2019
Q4 		$288K Sell
7,180
-319
-4% -$12.5K 0.11% 172
2019
Q3 		$289K Sell
7,499
-194
-3% -$7.46K 0.13% 150
2019
Q2 		$297K Sell
7,693
-593
-7% -$22.5K 0.13% 138
2019
Q1 		$312K Sell
8,286
-285
-3% -$10.5K 0.16% 116
2018
Q4 		$296K Buy
8,571
+7,042
+461% +$256K 0.19% 88
2018
Q3 		$59K Buy
+1,529
New +$58.6K 0.04% 277
2018
Q2 		– Sell
-686
Closed -$26K – 706
2018
Q1 		$26K Sell
686
-95
-12% -$3.69K 0.02% 419
2017
Q4 		$31K Buy
781
+1
+0.1% +$38 0.02% 377
2017
Q3 		$29K Buy
780
+4
+0.5% +$145 0.03% 342
2017
Q2 		$28K Buy
776
+2
+0.3% +$71 0.03% 328
2017
Q1 		$27K Hold
774
– – 0.03% 306
2016
Q4 		$26K Buy
+774
New +$25.7K 0.04% 305

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GAL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street Global Allocation ETF (GAL) in Q3 2022, closing a stake of 1,079 shares — an estimated $42K sold.

Patriot Financial Group Insurance Agency first reported a position in GAL in Q4 2016 and held it in 22 quarters. The position peaked at $312K in Q1 2019. 36 funds tracked by Wall St. Rank hold GAL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street Global Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,079 State Street Global Allocation ETF shares in Q3 2022, an estimated $42K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street Global Allocation ETF in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's State Street Global Allocation ETF position peaked at $312K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.