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Vantage Financial Partners (Wisconsin)’s Clough Global Opportunities Fund GLO Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,400
Closed -$52.1K – 92
2023
Q2 		$52.1K Buy
+10,400
New +$49.9K 0.02% 92

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RCM
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MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GLO Position: Q3 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of Clough Global Opportunities Fund (GLO) in Q3 2023, closing a stake of 10,400 shares — an estimated $52.1K sold.

Vantage Financial Partners (Wisconsin) first reported a position in GLO in Q2 2023 and held it in 1 quarter. The position peaked at $52.1K in Q2 2023. 63 funds tracked by Wall St. Rank hold GLO as of Q3 2023.

  • Vantage Financial Partners (Wisconsin) reported no remaining Clough Global Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 10,400 Clough Global Opportunities Fund shares in Q3 2023, an estimated $52.1K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Clough Global Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Clough Global Opportunities Fund position peaked at $52.1K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2023, filed 2 Nov 2023.