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Raymond James Financial Services Advisors’s Global X Guru Index ETF GURU Stock Holding History

Raymond James Financial Services Advisors’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,398
Closed -$208K – 3382
2021
Q4 		$208K Buy
4,398
+47
+1% +$2.29K ﹤0.01% 2954
2021
Q3 		$212K Sell
4,351
-1,001
-19% -$49.3K ﹤0.01% 2939
2021
Q2 		$263K Sell
5,352
-30
-0.6% -$1.43K ﹤0.01% 2810
2021
Q1 		$249K Sell
5,382
-310
-5% -$14.3K ﹤0.01% 2750
2020
Q4 		$249K Sell
5,692
-454
-7% -$18.9K ﹤0.01% 2572
2020
Q3 		$233K Sell
6,146
-292
-5% -$10.7K ﹤0.01% 2445
2020
Q2 		$220K Buy
+6,438
New +$207K ﹤0.01% 2435
2020
Q1 		– Sell
-10,851
Closed -$391K – 2603
2019
Q4 		$391K Sell
10,851
-4,062
-27% -$141K ﹤0.01% 2139
2019
Q3 		$496K Buy
14,913
+2,760
+23% +$92.6K ﹤0.01% 1907
2019
Q2 		$406K Sell
12,153
-1,285
-10% -$41.9K ﹤0.01% 2055
2019
Q1 		$430K Buy
13,438
+451
+3% +$13.9K ﹤0.01% 1989
2018
Q4 		$358K Sell
12,987
-73
-0.6% -$2.19K ﹤0.01% 1880
2018
Q3 		$425K Buy
13,060
+2,699
+26% +$87K ﹤0.01% 2037
2018
Q2 		$327K Buy
10,361
+3,433
+50% +$106K ﹤0.01% 2178
2018
Q1 		$207K Buy
+6,928
New +$212K ﹤0.01% 2237
2017
Q1 		– Sell
-8,729
Closed -$210K – 2463
2016
Q4 		$210K Sell
8,729
-536
-6% -$12.7K ﹤0.01% 2033
2016
Q3 		$218K Sell
9,265
-4,995
-35% -$116K ﹤0.01% 1992
2016
Q2 		$316K Sell
14,260
-285
-2% -$6.3K ﹤0.01% 1690
2016
Q1 		$320K Buy
14,545
+3,682
+34% +$77.1K ﹤0.01% 1509
2015
Q4 		$252K Buy
+10,863
New +$259K ﹤0.01% 1464

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Raymond James Financial Services Advisors's GURU Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of Global X Guru Index ETF (GURU) in Q1 2022, closing a stake of 4,398 shares — an estimated $208K sold.

Raymond James Financial Services Advisors first reported a position in GURU in Q4 2015 and held it in 20 quarters. The position peaked at $496K in Q3 2019. 17 funds tracked by Wall St. Rank hold GURU as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining Global X Guru Index ETF position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 4,398 Global X Guru Index ETF shares in Q1 2022, an estimated $208K.
  • Raymond James Financial Services Advisors first reported a position in Global X Guru Index ETF in Q4 2015 and held it in 20 quarters.
  • Raymond James Financial Services Advisors's Global X Guru Index ETF position peaked at $496K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.