Prime Capital Investment Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Prime Capital Investment Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,769	Closed	-$202K	–	774
2023 Q1	$202K	Buy	+4,769	New	+$208K	0.01%	513
2022 Q2	–	Sell	-5,158	Closed	-$204K	–	408
2022 Q1	$204K	Hold	5,158	–	–	0.01%	336
2021 Q4	$204K	Buy	+5,158	New	+$199K	0.01%	336
2021 Q3	–	Sell	-16,354	Closed	-$626K	–	328
2021 Q2	$626K	Buy	+16,354	New	+$633K	0.04%	224

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Prime Capital Investment Advisors's GUNR Position: Q2 2023 in Review

Prime Capital Investment Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2023, closing a stake of 4,769 shares — an estimated $202K sold.

Prime Capital Investment Advisors first reported a position in GUNR in Q2 2021 and held it in 4 quarters. The position peaked at $626K in Q2 2021. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

Prime Capital Investment Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2023 after selling out during the quarter.
Prime Capital Investment Advisors sold 4,769 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2023, an estimated $202K.
Prime Capital Investment Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2021 and held it in 4 quarters.
Prime Capital Investment Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $626K in Q2 2021.
287 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.