WWM
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Western Wealth Management’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Western Wealth Management’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,811
Closed -$274K – 527
2020
Q4 		$274K Buy
7,811
+663
+9% +$23.1K 0.04% 372
2020
Q3 		$251K Buy
+7,148
New +$261K 0.04% 369

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HT
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's GOEX Position: Q1 2021 in Review

Western Wealth Management sold out of Global X Gold Explorers ETF NEW (GOEX) in Q1 2021, closing a stake of 7,811 shares — an estimated $274K sold.

Western Wealth Management first reported a position in GOEX in Q3 2020 and held it in 2 quarters. The position peaked at $274K in Q4 2020. 25 funds tracked by Wall St. Rank hold GOEX as of Q1 2021.

  • Western Wealth Management reported no remaining Global X Gold Explorers ETF NEW position as of Q1 2021 after selling out during the quarter.
  • Western Wealth Management sold 7,811 Global X Gold Explorers ETF NEW shares in Q1 2021, an estimated $274K.
  • Western Wealth Management first reported a position in Global X Gold Explorers ETF NEW in Q3 2020 and held it in 2 quarters.
  • Western Wealth Management's Global X Gold Explorers ETF NEW position peaked at $274K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2021.

Based on Western Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.