TWA
GRES

Tandem Wealth Advisors’s IQ ARB Global Resources GRES Stock Holding History

Tandem Wealth Advisors’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,323
Closed -$45.2K – 85
2022
Q4 		$45.2K Buy
+1,323
New +$43.3K 0.03% 59

Other funds holding GRES

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Tandem Wealth Advisors's GRES Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of IQ ARB Global Resources (GRES) in Q1 2023, closing a stake of 1,323 shares — an estimated $45.2K sold.

Tandem Wealth Advisors first reported a position in GRES in Q4 2022 and held it in 1 quarter. The position peaked at $45.2K in Q4 2022. 23 funds tracked by Wall St. Rank hold GRES as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining IQ ARB Global Resources position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 1,323 IQ ARB Global Resources shares in Q1 2023, an estimated $45.2K.
  • Tandem Wealth Advisors first reported a position in IQ ARB Global Resources in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's IQ ARB Global Resources position peaked at $45.2K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.