Patriot Financial Group Insurance Agency’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-62	Closed	-$2K	–	1728
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	1814
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	1797
2021 Q4	$3K	Hold	62	–	–	﹤0.01%	1884
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	1977
2021 Q2	$2K	Hold	62	–	–	﹤0.01%	1909
2021 Q1	$2K	Hold	62	–	–	﹤0.01%	1809
2020 Q4	$2K	Buy	+62	New	+$1.94K	﹤0.01%	1671

Other funds holding SNPE

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q3 2022, closing a stake of 62 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in SNPE in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 65 funds tracked by Wall St. Rank hold SNPE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Xtrackers S&P 500 ESG ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 62 Xtrackers S&P 500 ESG ETF shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Xtrackers S&P 500 ESG ETF position peaked at $3K in Q1 2022.
65 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2022.

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