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Sterling Investment Advisors (Pennsylvania)’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-100
Closed -$3K – 447
2022
Q2 		$3K Hold
100
– – ﹤0.01% 488
2022
Q1 		$4K Hold
100
– – ﹤0.01% 511
2021
Q4 		$4K Hold
100
– – ﹤0.01% 509
2021
Q3 		$4K Buy
+100
New +$3.9K ﹤0.01% 511

Other funds holding SNPE

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SNPE Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SNPE in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 65 funds tracked by Wall St. Rank hold SNPE as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Xtrackers S&P 500 ESG ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 100 Xtrackers S&P 500 ESG ETF shares in Q3 2022, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Xtrackers S&P 500 ESG ETF position peaked at $4K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.