U.S. Capital Wealth Advisors
GTES icon

U.S. Capital Wealth Advisors’s Gates Industrial Corp GTES Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-205
Closed -$2.34K – 1006
2022
Q4 		$2.34K Buy
+205
New +$2.26K ﹤0.01% 1477

Other funds holding GTES

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Vanguard Group
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

U.S. Capital Wealth Advisors's GTES Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Gates Industrial Corp (GTES) in Q1 2023, closing a stake of 205 shares — an estimated $2.34K sold.

U.S. Capital Wealth Advisors first reported a position in GTES in Q4 2022 and held it in 1 quarter. The position peaked at $2.34K in Q4 2022. 195 funds tracked by Wall St. Rank hold GTES as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Gates Industrial Corp position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 205 Gates Industrial Corp shares in Q1 2023, an estimated $2.34K.
  • U.S. Capital Wealth Advisors first reported a position in Gates Industrial Corp in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Gates Industrial Corp position peaked at $2.34K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.