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Syverson Strege & Co’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-70
Closed -$2.96K – 295
2023
Q1 		$2.96K Buy
+70
New +$3.05K ﹤0.01% 419

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

Syverson Strege & Co's GUNR Position: Q2 2023 in Review

Syverson Strege & Co sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2023, closing a stake of 70 shares — an estimated $2.96K sold.

Syverson Strege & Co first reported a position in GUNR in Q1 2023 and held it in 1 quarter. The position peaked at $2.96K in Q1 2023. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

  • Syverson Strege & Co reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 70 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2023, an estimated $2.96K.
  • Syverson Strege & Co first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.96K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.