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Peak Financial Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Peak Financial Advisors’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-169,018
Closed -$7.66M – 84
2021
Q3 		$7.66M Buy
169,018
+5,468
+3% +$258K 6.73% 3
2021
Q2 		$7.66M Buy
+163,550
New +$7.76M 6.59% 3

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Peak Financial Advisors's FEZ Position: Q4 2021 in Review

Peak Financial Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2021, closing a stake of 169,018 shares — an estimated $7.66M sold.

Peak Financial Advisors first reported a position in FEZ in Q2 2021 and held it in 2 quarters. The position peaked at $7.66M in Q2 2021. 197 funds tracked by Wall St. Rank hold FEZ as of Q4 2021.

  • Peak Financial Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 169,018 State Street SPDR EURO STOXX 50 ETF shares in Q4 2021, an estimated $7.66M.
  • Peak Financial Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2021 and held it in 2 quarters.
  • Peak Financial Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $7.66M in Q2 2021.
  • 197 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.