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SteelPeak Wealth’s State Street Global Allocation ETF GAL Stock Holding History

SteelPeak Wealth’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-19,890
Closed -$775K – 339
2020
Q3 		$775K Buy
19,890
+620
+3% +$24.1K 0.08% 153
2020
Q2 		$710K Buy
19,270
+359
+2% +$12.7K 0.09% 151
2020
Q1 		$620K Sell
18,911
-5,036
-21% -$190K 0.1% 139
2019
Q4 		$959K Buy
+23,947
New +$942K 0.13% 133

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

SteelPeak Wealth's GAL Position: Q4 2020 in Review

SteelPeak Wealth sold out of State Street Global Allocation ETF (GAL) in Q4 2020, closing a stake of 19,890 shares — an estimated $775K sold.

SteelPeak Wealth first reported a position in GAL in Q4 2019 and held it in 4 quarters. The position peaked at $959K in Q4 2019. 45 funds tracked by Wall St. Rank hold GAL as of Q4 2020.

  • SteelPeak Wealth reported no remaining State Street Global Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • SteelPeak Wealth sold 19,890 State Street Global Allocation ETF shares in Q4 2020, an estimated $775K.
  • SteelPeak Wealth first reported a position in State Street Global Allocation ETF in Q4 2019 and held it in 4 quarters.
  • SteelPeak Wealth's State Street Global Allocation ETF position peaked at $959K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2020.

Based on SteelPeak Wealth's 13F filing for Q4 2020, filed 4 Feb 2021.