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Wagner Wealth Management (South Carolina)’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-260
Closed -$10K – 450
2022
Q3 		$10K Buy
260
+4
+2% +$161 0.01% 423
2022
Q2 		$10K Buy
+256
New +$11.6K 0.01% 440

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s GUNR Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2022, closing a stake of 260 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in GUNR in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 276 funds tracked by Wall St. Rank hold GUNR as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 260 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2022, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s FlexShares Global Upstream Natural Resources Index Fund position peaked at $10K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.