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Wetzel Investment Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-352
Closed -$14.5K – 432
2024
Q2 		$14.5K Hold
352
– – 0.01% 399
2024
Q1 		$14.5K Hold
352
– – 0.01% 441
2023
Q4 		$14K Buy
+352
New +$14K 0.01% 441

Other funds holding GUNR

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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Wetzel Investment Advisors's GUNR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2024, closing a stake of 352 shares — an estimated $14.5K sold.

Wetzel Investment Advisors first reported a position in GUNR in Q4 2023 and held it in 3 quarters. The position peaked at $14.5K in Q1 2024. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 352 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2024, an estimated $14.5K.
  • Wetzel Investment Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $14.5K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.