Patriot Financial Group Insurance Agency’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-151	Closed	-$15K	–	2224
2021 Q4	$15K	Hold	151	–	–	﹤0.01%	1331
2021 Q3	$15K	Hold	151	–	–	﹤0.01%	1332
2021 Q2	$15K	Hold	151	–	–	﹤0.01%	1303
2021 Q1	$14K	Hold	151	–	–	﹤0.01%	1251
2020 Q4	$14K	Buy	+151	New	+$12.5K	﹤0.01%	1111

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SHE Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2022, closing a stake of 151 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in SHE in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 88 funds tracked by Wall St. Rank hold SHE as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 151 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2022, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $15K in Q4 2021.
88 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.