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Safeguard Investment Advisory Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Safeguard Investment Advisory Group’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-170
Closed -$7K – 285
2020
Q4 		$7K Buy
+170
New +$6.63K 0.01% 471

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Safeguard Investment Advisory Group's FEZ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2021, closing a stake of 170 shares — an estimated $7K sold.

Safeguard Investment Advisory Group first reported a position in FEZ in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 169 funds tracked by Wall St. Rank hold FEZ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 170 State Street SPDR EURO STOXX 50 ETF shares in Q1 2021, an estimated $7K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR EURO STOXX 50 ETF position peaked at $7K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.