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Strategic Financial Concepts’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Strategic Financial Concepts’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-164,248
Closed -$19.6K – 429
2024
Q2 		$19.6K Buy
+164,248
New +$6.84M 0.01% 337

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

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

Strategic Financial Concepts sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2024, closing a stake of 164,248 shares — an estimated $19.6K sold.

Strategic Financial Concepts first reported a position in GUNR in Q2 2024 and held it in 1 quarter. The position peaked at $19.6K in Q2 2024. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 164,248 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2024, an estimated $19.6K.
  • Strategic Financial Concepts first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $19.6K in Q2 2024.
  • 266 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2024.

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