Wealth Enhancement Advisory Services
GXC icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P China ETF GXC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,203
Closed -$559K – 2521
2023
Q4 		$559K Buy
+8,203
New +$572K ﹤0.01% 1434

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OMC
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A
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Jane Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWG
Executive Wealth Group Kirkland, Washington $480M AUM 16.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's GXC Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of State Street SPDR S&P China ETF (GXC) in Q1 2024, closing a stake of 8,203 shares — an estimated $559K sold.

Wealth Enhancement Advisory Services first reported a position in GXC in Q4 2023 and held it in 1 quarter. The position peaked at $559K in Q4 2023. 81 funds tracked by Wall St. Rank hold GXC as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining State Street SPDR S&P China ETF position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 8,203 State Street SPDR S&P China ETF shares in Q1 2024, an estimated $559K.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P China ETF in Q4 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P China ETF position peaked at $559K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.