VAG
FEZ icon

VisionPoint Advisory Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

VisionPoint Advisory Group’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-304
Closed -$15.2K – 424
2024
Q2 		$15.2K Hold
304
– – 0.01% 436
2024
Q1 		$16K Hold
304
– – 0.01% 408
2023
Q4 		$14.5K Buy
+304
New +$13.4K 0.01% 384
2022
Q2 		– Sell
-12,248
Closed -$446K – 110
2022
Q1 		$446K Sell
12,248
-5,769
-32% -$251K 0.21% 56
2021
Q4 		$814K Buy
18,017
+728
+4% +$34K 0.36% 59
2021
Q3 		$847K Buy
17,289
+2,730
+19% +$129K 0.38% 54
2021
Q2 		$682K Buy
14,559
+1,689
+13% +$80.2K 0.3% 65
2021
Q1 		$573K Buy
12,870
+4,046
+46% +$174K 0.27% 77
2020
Q4 		$368K Buy
+8,824
New +$344K 0.19% 98

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return