Bank Julius Baer & Co
KRMA

Bank Julius Baer & Co’s Global X Conscious Companies ETF KRMA Stock Holding History

Bank Julius Baer & Co’s Portfolio KRMA Stock Details KRMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,201
Closed -$194K – 862
2021
Q3 		$194K Buy
6,201
+29
+0.5% +$936 ﹤0.01% 546
2021
Q2 		$192K Buy
6,172
+10
+0.2% +$306 ﹤0.01% 567
2021
Q1 		$180K Sell
6,162
-5,930
-49% -$167K ﹤0.01% 549
2020
Q4 		$330K Buy
+12,092
New +$314K ﹤0.01% 503

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Bank Julius Baer & Co's KRMA Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Global X Conscious Companies ETF (KRMA) in Q4 2021, closing a stake of 6,201 shares — an estimated $194K sold.

Bank Julius Baer & Co first reported a position in KRMA in Q4 2020 and held it in 4 quarters. The position peaked at $330K in Q4 2020. 45 funds tracked by Wall St. Rank hold KRMA as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Global X Conscious Companies ETF position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 6,201 Global X Conscious Companies ETF shares in Q4 2021, an estimated $194K.
  • Bank Julius Baer & Co first reported a position in Global X Conscious Companies ETF in Q4 2020 and held it in 4 quarters.
  • Bank Julius Baer & Co's Global X Conscious Companies ETF position peaked at $330K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.