WA
FEZ icon

WealthTrust Axiom’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

WealthTrust Axiom’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
2021
Q1 		– Sell
-25,356
Closed -$1.06M – 256
2020
Q4 		$1.06M Buy
+25,356
New +$988K 0.38% 66

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

WealthTrust Axiom's FEZ Position: Q1 2021 in Review

WealthTrust Axiom sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2021, closing a stake of 25,356 shares — an estimated $1.06M sold.

WealthTrust Axiom first reported a position in FEZ in Q4 2020 and held it in 1 quarter. The position peaked at $1.06M in Q4 2020. 169 funds tracked by Wall St. Rank hold FEZ as of Q1 2021.

  • WealthTrust Axiom reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2021 after selling out during the quarter.
  • WealthTrust Axiom sold 25,356 State Street SPDR EURO STOXX 50 ETF shares in Q1 2021, an estimated $1.06M.
  • WealthTrust Axiom first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2020 and held it in 1 quarter.
  • WealthTrust Axiom's State Street SPDR EURO STOXX 50 ETF position peaked at $1.06M in Q4 2020.
  • 169 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2021.

Based on WealthTrust Axiom's 13F filing for Q1 2021, filed 14 Apr 2021.