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Richard Bernstein Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Richard Bernstein Advisors’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
-6,419
Closed -$219K – 237
2022
Q2 		$219K Buy
+6,419
New +$238K ﹤0.01% 227

Other funds holding SNPE

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Richard Bernstein Advisors's SNPE Position: Q3 2022 in Review

Richard Bernstein Advisors sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q3 2022, closing a stake of 6,419 shares — an estimated $219K sold.

Richard Bernstein Advisors first reported a position in SNPE in Q2 2022 and held it in 1 quarter. The position peaked at $219K in Q2 2022. 65 funds tracked by Wall St. Rank hold SNPE as of Q3 2022.

  • Richard Bernstein Advisors reported no remaining Xtrackers S&P 500 ESG ETF position as of Q3 2022 after selling out during the quarter.
  • Richard Bernstein Advisors sold 6,419 Xtrackers S&P 500 ESG ETF shares in Q3 2022, an estimated $219K.
  • Richard Bernstein Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2022 and held it in 1 quarter.
  • Richard Bernstein Advisors's Xtrackers S&P 500 ESG ETF position peaked at $219K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2022.

Based on Richard Bernstein Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.