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Atomi Financial Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Atomi Financial Group’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,673
Closed -$205K – 979
2024
Q3 		$205K Buy
+2,673
New +$196K 0.01% 845

Other funds holding CWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atomi Financial Group's CWB Position: Q4 2024 in Review

Atomi Financial Group sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2024, closing a stake of 2,673 shares — an estimated $205K sold.

Atomi Financial Group first reported a position in CWB in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 520 funds tracked by Wall St. Rank hold CWB as of Q4 2024.

  • Atomi Financial Group reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 2,673 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2024, an estimated $205K.
  • Atomi Financial Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2024 and held it in 1 quarter.
  • Atomi Financial Group's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $205K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.