SFC
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Strategic Financial Concepts’s GraniteShares Gold Shares BAR Stock Holding History

Strategic Financial Concepts’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-57,072
Closed -$2.4K – 282
2024
Q2 		$2.4K Buy
+57,072
New +$1.32M ﹤0.01% 544

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Strategic Financial Concepts's BAR Position: Q3 2024 in Review

Strategic Financial Concepts sold out of GraniteShares Gold Shares (BAR) in Q3 2024, closing a stake of 57,072 shares — an estimated $2.4K sold.

Strategic Financial Concepts first reported a position in BAR in Q2 2024 and held it in 1 quarter. The position peaked at $2.4K in Q2 2024. 127 funds tracked by Wall St. Rank hold BAR as of Q3 2024.

  • Strategic Financial Concepts reported no remaining GraniteShares Gold Shares position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 57,072 GraniteShares Gold Shares shares in Q3 2024, an estimated $2.4K.
  • Strategic Financial Concepts first reported a position in GraniteShares Gold Shares in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's GraniteShares Gold Shares position peaked at $2.4K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.