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Atlas Capital Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Atlas Capital Advisors’s Portfolio CNRG Stock Details CNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-498
Closed -$56.8K – 948
2021
Q1 		$56.8K Sell
498
-297
-37% -$37.2K 0.01% 485
2020
Q4 		$86.1K Buy
+795
New +$70.4K 0.02% 412
2020
Q3 		– Sell
-250
Closed -$12.4K – 365
2020
Q2 		$12.4K Buy
+250
New +$11K ﹤0.01% 590

Other funds holding CNRG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Atlas Capital Advisors's CNRG Position: Q2 2021 in Review

Atlas Capital Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2021, closing a stake of 498 shares — an estimated $56.8K sold.

Atlas Capital Advisors first reported a position in CNRG in Q2 2020 and held it in 3 quarters. The position peaked at $86.1K in Q4 2020. 67 funds tracked by Wall St. Rank hold CNRG as of Q2 2021.

  • Atlas Capital Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Capital Advisors sold 498 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2021, an estimated $56.8K.
  • Atlas Capital Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q2 2020 and held it in 3 quarters.
  • Atlas Capital Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $86.1K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2021.

Based on Atlas Capital Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.