SFA
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Source Financial Advisors’s Global X MSCI Norway ETF NORW Stock Holding History

Source Financial Advisors’s Portfolio NORW Stock Details NORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,467
Closed -$371K – 128
2022
Q4 		$371K Sell
14,467
-370
-2% -$9.24K 0.14% 86
2022
Q3 		$324K Sell
14,837
-57
-0.4% -$1.5K 0.13% 87
2022
Q2 		$389K Sell
14,894
-251
-2% -$7.36K 0.15% 83
2022
Q1 		$483K Buy
+15,145
New +$463K 0.14% 76

Other funds holding NORW

G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAM
Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

Source Financial Advisors's NORW Position: Q1 2023 in Review

Source Financial Advisors sold out of Global X MSCI Norway ETF (NORW) in Q1 2023, closing a stake of 14,467 shares — an estimated $371K sold.

Source Financial Advisors first reported a position in NORW in Q1 2022 and held it in 4 quarters. The position peaked at $483K in Q1 2022. 35 funds tracked by Wall St. Rank hold NORW as of Q1 2023.

  • Source Financial Advisors reported no remaining Global X MSCI Norway ETF position as of Q1 2023 after selling out during the quarter.
  • Source Financial Advisors sold 14,467 Global X MSCI Norway ETF shares in Q1 2023, an estimated $371K.
  • Source Financial Advisors first reported a position in Global X MSCI Norway ETF in Q1 2022 and held it in 4 quarters.
  • Source Financial Advisors's Global X MSCI Norway ETF position peaked at $483K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q1 2023.

Based on Source Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.