Tiedemann Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Tiedemann Advisors’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 Q3	$2.11M	Buy	52,169 +369	+0.7%	+$15.1K	0.09%	72
2023 Q2	$2.08M	Sell	51,800 -14,167	-21%	-$585K	0.09%	73
2023 Q1	$2.79M	Buy	65,967 +15,048	+30%	+$656K	0.13%	67
2022 Q4	$2.21M	Buy	50,919 +287	+0.6%	+$12.2K	0.11%	70
2022 Q3	$1.9M	Buy	50,632 +731	+1%	+$29.4K	0.12%	77
2022 Q2	$1.98M	Buy	49,901 +747	+2%	+$33.8K	0.15%	70
2022 Q1	$2.3M	Buy	49,154 +369	+0.8%	+$16.1K	0.12%	81
2021 Q4	$1.93M	Buy	48,785 +510	+1%	+$19.7K	0.09%	93
2021 Q3	$1.77M	Buy	48,275 +731	+2%	+$27.2K	0.09%	92
2021 Q2	$1.82M	Buy	47,544 +296	+0.6%	+$11.4K	0.07%	115
2021 Q1	$1.71M	Buy	+47,248	New	+$1.68M	0.07%	114

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

Tiedemann Advisors's GUNR Position: Q3 2023 in Review

Tiedemann Advisors increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.71% in Q3 2023, buying an estimated $15.1K and bringing the position to 52,169 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #72.

Tiedemann Advisors first reported a position in GUNR in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.79M in Q1 2023. 283 funds tracked by Wall St. Rank hold GUNR as of Q3 2023.

Tiedemann Advisors held 52,169 shares of FlexShares Global Upstream Natural Resources Index Fund worth $2.11M as of Q3 2023.
Tiedemann Advisors bought 369 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2023, an estimated $15.1K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.09% of Tiedemann Advisors's portfolio in Q3 2023, its #72 holding.
Tiedemann Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2021 and has held it in 11 quarters since.
Tiedemann Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.79M in Q1 2023.
283 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.