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Richardson Capital Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Richardson Capital Management’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
2024
Q1 		– Sell
-2,790
Closed -$114K – 162
2023
Q4 		$114K Buy
+2,790
New +$111K 0.11% 39

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CFB
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NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
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Richardson Capital Management's GUNR Position: Q1 2024 in Review

Richardson Capital Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2024, closing a stake of 2,790 shares — an estimated $114K sold.

Richardson Capital Management first reported a position in GUNR in Q4 2023 and held it in 1 quarter. The position peaked at $114K in Q4 2023. 281 funds tracked by Wall St. Rank hold GUNR as of Q1 2024.

  • Richardson Capital Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2024 after selling out during the quarter.
  • Richardson Capital Management sold 2,790 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2024, an estimated $114K.
  • Richardson Capital Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2023 and held it in 1 quarter.
  • Richardson Capital Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $114K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2024.

Based on Richardson Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.