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Steward Partners Investment Advisory’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Steward Partners Investment Advisory’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34
Closed -$993 – 7218
2021
Q1 		$993 Sell
34
-322
-90% -$10.3K ﹤0.01% 3314
2020
Q4 		$12K Buy
+356
New +$12.4K ﹤0.01% 2236

Other funds holding GOEX

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LPL Financial
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's GOEX Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Global X Gold Explorers ETF NEW (GOEX) in Q2 2021, closing a stake of 34 shares — an estimated $993 sold.

Steward Partners Investment Advisory first reported a position in GOEX in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q4 2020. 21 funds tracked by Wall St. Rank hold GOEX as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Global X Gold Explorers ETF NEW position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 34 Global X Gold Explorers ETF NEW shares in Q2 2021, an estimated $993.
  • Steward Partners Investment Advisory first reported a position in Global X Gold Explorers ETF NEW in Q4 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Global X Gold Explorers ETF NEW position peaked at $12K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.