SOA Wealth Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

SOA Wealth Advisors’s Portfolio GLO Stock Details GLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-463	Closed	-$2.05K	–	918
2023 Q3	$2.05K	Hold	463	–	–	﹤0.01%	714
2023 Q2	$2.32K	Hold	463	–	–	﹤0.01%	709
2023 Q1	$2.26K	Hold	463	–	–	﹤0.01%	714
2022 Q4	$2.35K	Hold	463	–	–	﹤0.01%	719
2022 Q3	$2K	Hold	463	–	–	﹤0.01%	706
2022 Q2	$3K	Hold	463	–	–	﹤0.01%	642
2022 Q1	$4K	Hold	463	–	–	﹤0.01%	713
2021 Q4	$4K	Hold	463	–	–	﹤0.01%	689
2021 Q3	$5K	Hold	463	–	–	﹤0.01%	682
2021 Q2	$5K	Hold	463	–	–	﹤0.01%	665
2021 Q1	$5K	Hold	463	–	–	﹤0.01%	617
2020 Q4	$5K	Buy	+463	New	+$4.68K	﹤0.01%	610

Other funds holding GLO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

SOA Wealth Advisors's GLO Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Clough Global Opportunities Fund (GLO) in Q4 2023, closing a stake of 463 shares — an estimated $2.05K sold.

SOA Wealth Advisors first reported a position in GLO in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q3 2021. 69 funds tracked by Wall St. Rank hold GLO as of Q4 2023.

SOA Wealth Advisors reported no remaining Clough Global Opportunities Fund position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 463 Clough Global Opportunities Fund shares in Q4 2023, an estimated $2.05K.
SOA Wealth Advisors first reported a position in Clough Global Opportunities Fund in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's Clough Global Opportunities Fund position peaked at $5K in Q3 2021.
69 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.