Question 1

How many shares of SZLMY does CAPTRUST FINANCIAL ADVISORS own?

Accepted Answer

CAPTRUST FINANCIAL ADVISORS previously held 0 shares of SZLMY (SWISS LIFE HOLDING-UNSP ADR) before exiting the position in 2022-Q3.

Question 2

What is CAPTRUST FINANCIAL ADVISORS's SZLMY position worth?

Accepted Answer

CAPTRUST FINANCIAL ADVISORS's SZLMY position was last reported at $0 in 2022-Q3 before the exit.

Question 3

Is CAPTRUST FINANCIAL ADVISORS buying or selling SZLMY?

Accepted Answer

In 2022-Q3, CAPTRUST FINANCIAL ADVISORS exited their SZLMY position entirely (-100.0% change in shares).

Question 4

When did CAPTRUST FINANCIAL ADVISORS first buy SZLMY?

Accepted Answer

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in SZLMY in 2021-Q1. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$18.71	0
2022-Q2	Unchanged	44	0.0%	$1,000	0.0%	$20.57	0
2022-Q1	Unchanged	44	0.0%	$1,000	0.0%	$27.47	0
2021-Q4	Unchanged	44	0.0%	$1,000	0.0%	$25.97	0
2021-Q3	Unchanged	44	0.0%	$1,000	0.0%	$21.39	0
2021-Q2	Unchanged	44	0.0%	$1,000	0.0%	$20.45	0
2021-Q1	New	44	-	$1,000	0.0%	$19.93	17

SZLMY7 quarters

SZLMY
7 quarters