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Waddell & Associates’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Waddell & Associates’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
2024
Q3 		– Sell
-7,571
Closed -$304K – 151
2024
Q2 		$304K Buy
+7,571
New +$315K 0.04% 109

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NB
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MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Waddell & Associates's GUNR Position: Q3 2024 in Review

Waddell & Associates sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2024, closing a stake of 7,571 shares — an estimated $304K sold.

Waddell & Associates first reported a position in GUNR in Q2 2024 and held it in 1 quarter. The position peaked at $304K in Q2 2024. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • Waddell & Associates reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2024 after selling out during the quarter.
  • Waddell & Associates sold 7,571 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2024, an estimated $304K.
  • Waddell & Associates first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2024 and held it in 1 quarter.
  • Waddell & Associates's FlexShares Global Upstream Natural Resources Index Fund position peaked at $304K in Q2 2024.
  • 266 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2024.

Based on Waddell & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.