WAP
GQRE icon

Wealthcare Advisory Partners’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Wealthcare Advisory Partners’s Portfolio GQRE Stock Details GQRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,509
Closed -$345K – 736
2023
Q1 		$345K Buy
6,509
+1,562
+32% +$85.1K 0.01% 542
2022
Q4 		$260K Buy
+4,947
New +$259K 0.01% 572

Other funds holding GQRE

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthcare Advisory Partners's GQRE Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q2 2023, closing a stake of 6,509 shares — an estimated $345K sold.

Wealthcare Advisory Partners first reported a position in GQRE in Q4 2022 and held it in 2 quarters. The position peaked at $345K in Q1 2023. 46 funds tracked by Wall St. Rank hold GQRE as of Q2 2023.

  • Wealthcare Advisory Partners reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q2 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,509 FlexShares Global Quality Real Estate Index Fund shares in Q2 2023, an estimated $345K.
  • Wealthcare Advisory Partners first reported a position in FlexShares Global Quality Real Estate Index Fund in Q4 2022 and held it in 2 quarters.
  • Wealthcare Advisory Partners's FlexShares Global Quality Real Estate Index Fund position peaked at $345K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.