Flexshares Tr mornstar upstr shares owned by Fermata Advisors
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Flexshares Tr mornstar upstr
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr mornstar upstr held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Flexshares Tr mornstar upstr by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 101k | 41.07 |
| 2023-12-31 | $4.5M | 111k | 40.95 |
| 2023-09-30 | $4.6M | 113k | 40.44 |
| 2023-06-30 | $3.1M | 78k | 40.07 |
| 2023-03-31 | $1.8M | 44k | 42.29 |
| 2022-12-31 | $4.1M | 94k | 43.47 |
| 2022-09-30 | $3.5M | 92k | 37.59 |
| 2022-06-30 | $2.8M | 71k | 39.67 |
| 2022-03-31 | $1.7M | 37k | 46.83 |