USCWA
GUNR icon

U.S. Capital Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

U.S. Capital Wealth 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
Q1 		– Sell
-2,000
Closed -$86.9K – 1008
2022
Q4 		$86.9K Buy
+2,000
New +$84.8K ﹤0.01% 759

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

U.S. Capital Wealth Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2023, closing a stake of 2,000 shares — an estimated $86.9K sold.

U.S. Capital Wealth Advisors first reported a position in GUNR in Q4 2022 and held it in 1 quarter. The position peaked at $86.9K in Q4 2022. 291 funds tracked by Wall St. Rank hold GUNR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,000 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2023, an estimated $86.9K.
  • U.S. Capital Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $86.9K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2023.

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