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Vaughan Nelson Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vaughan Nelson Investment Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,334
Closed -$249K – 266
2021
Q3 		$249K Buy
+3,334
New +$257K ﹤0.01% 183

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Vaughan Nelson Investment Management's XLK Position: Q4 2021 in Review

Vaughan Nelson Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2021, closing a stake of 3,334 shares — an estimated $249K sold.

Vaughan Nelson Investment Management first reported a position in XLK in Q3 2021 and held it in 1 quarter. The position peaked at $249K in Q3 2021. 1,628 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

  • Vaughan Nelson Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 3,334 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $249K.
  • Vaughan Nelson Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Vaughan Nelson Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $249K in Q3 2021.
  • 1,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2021, filed 13 Jan 2022.