Flexshares Tr mornstar upstr shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation 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 First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Flexshares Tr mornstar upstr by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $505k | 14k | 36.36 |
| 2024-09-30 | $573k | 14k | 41.25 |
| 2024-06-30 | $525k | 13k | 40.14 |
| 2024-03-31 | $660k | 16k | 41.07 |
| 2023-12-31 | $658k | 16k | 40.95 |
| 2023-09-30 | $650k | 16k | 40.44 |
| 2023-06-30 | $644k | 16k | 40.07 |
| 2023-03-31 | $680k | 16k | 42.29 |
| 2022-12-31 | $1.2M | 27k | 43.47 |
| 2022-09-30 | $1.7M | 46k | 37.58 |
| 2022-06-30 | $1.7M | 42k | 39.67 |
| 2022-03-31 | $2.0M | 42k | 46.83 |
| 2021-12-31 | $1.9M | 49k | 39.49 |
| 2021-09-30 | $1.8M | 49k | 36.59 |
| 2021-06-30 | $1.9M | 49k | 38.30 |
| 2021-03-31 | $1.8M | 49k | 36.19 |
| 2020-12-31 | $1.6M | 50k | 32.54 |