SPIA
NORW

Steward Partners Investment Advisory’s Global X MSCI Norway ETF NORW Stock Holding History

Steward Partners Investment Advisory’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
2021
Q4 		– Sell
-950
Closed -$14K – 3427
2021
Q3 		$14K Buy
+950
New +$13.6K ﹤0.01% 2492
2019
Q4 		– Sell
-2,825
Closed -$32K – 2887
2019
Q3 		$32K Hold
2,825
– – ﹤0.01% 1557
2019
Q2 		$34K Buy
+2,825
New +$35.4K ﹤0.01% 1492
2018
Q4 		– Sell
-54,641
Closed -$832K – 2636
2018
Q3 		$832K Buy
54,641
+976
+2% +$14.1K 0.04% 388
2018
Q2 		$768K Buy
53,665
+9,036
+20% +$130K 0.05% 353
2018
Q1 		$614K Buy
44,629
+24,016
+117% +$331K 0.04% 377
2017
Q4 		$270K Buy
20,613
+11,830
+135% +$158K 0.02% 468
2017
Q3 		$118K Buy
+8,783
New +$112K 0.01% 514

Other funds holding NORW

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Steward Partners Investment Advisory's NORW Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Global X MSCI Norway ETF (NORW) in Q4 2021, closing a stake of 950 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in NORW in Q3 2017 and held it in 8 quarters. The position peaked at $832K in Q3 2018. 3 funds tracked by Wall St. Rank hold NORW as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining Global X MSCI Norway ETF position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 950 Global X MSCI Norway ETF shares in Q4 2021, an estimated $14K.
  • Steward Partners Investment Advisory first reported a position in Global X MSCI Norway ETF in Q3 2017 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Global X MSCI Norway ETF position peaked at $832K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.