Robertson Stephens Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-23,899
Closed -$1M 453
2023
Q3
$1M Sell
23,899
-100,897
-81% -$4.51M 0.07% 209
2023
Q2
$5.74M Buy
124,796
+31,491
+34% +$1.44M 0.41% 55
2023
Q1
$4.19M Buy
+93,305
New +$4.01M 0.32% 66

Other funds holding FEZ

Robertson Stephens Wealth Management's FEZ Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2023, closing a stake of 23,899 shares — an estimated $1M sold.

Robertson Stephens Wealth Management first reported a position in FEZ in Q1 2023 and held it in 3 quarters. The position peaked at $5.74M in Q2 2023. 222 funds tracked by Wall St. Rank hold FEZ as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 23,899 State Street SPDR EURO STOXX 50 ETF shares in Q4 2023, an estimated $1M.
  • Robertson Stephens Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2023 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $5.74M in Q2 2023.
  • 222 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.