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Royal Harbor Partners’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Royal Harbor Partners’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
2024
Q3 		– Sell
-8,371
Closed -$419K – 54
2024
Q2 		$419K Buy
+8,371
New +$402K 0.17% 37

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Harbor Partners's SNPE Position: Q3 2024 in Review

Royal Harbor Partners sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q3 2024, closing a stake of 8,371 shares — an estimated $419K sold.

Royal Harbor Partners first reported a position in SNPE in Q2 2024 and held it in 1 quarter. The position peaked at $419K in Q2 2024. 94 funds tracked by Wall St. Rank hold SNPE as of Q3 2024.

  • Royal Harbor Partners reported no remaining Xtrackers S&P 500 ESG ETF position as of Q3 2024 after selling out during the quarter.
  • Royal Harbor Partners sold 8,371 Xtrackers S&P 500 ESG ETF shares in Q3 2024, an estimated $419K.
  • Royal Harbor Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2024 and held it in 1 quarter.
  • Royal Harbor Partners's Xtrackers S&P 500 ESG ETF position peaked at $419K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2024.

Based on Royal Harbor Partners's 13F filing for Q3 2024, filed 29 Oct 2024.