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Resurgent Financial Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Resurgent Financial Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-481
Closed -$32.6K – 506
2023
Q3 		$32.6K Buy
481
+40
+9% +$2.79K 0.02% 398
2023
Q2 		$30.8K Buy
+441
New +$29.6K 0.02% 422

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Resurgent Financial Advisors's CWB Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2023, closing a stake of 481 shares — an estimated $32.6K sold.

Resurgent Financial Advisors first reported a position in CWB in Q2 2023 and held it in 2 quarters. The position peaked at $32.6K in Q3 2023. 458 funds tracked by Wall St. Rank hold CWB as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 481 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2023, an estimated $32.6K.
  • Resurgent Financial Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $32.6K in Q3 2023.
  • 458 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.