Banque Cantonale Vaudoise’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Banque Cantonale Vaudoise’s Portfolio SIMS Stock Details SIMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,105	Closed	-$39K	–	1065
2023 Q4	$39K	Hold	1,105	–	–	﹤0.01%	840
2023 Q3	$36K	Hold	1,105	–	–	﹤0.01%	1006
2023 Q2	$39K	Hold	1,105	–	–	﹤0.01%	994
2023 Q1	$39K	Hold	1,105	–	–	﹤0.01%	995
2022 Q4	$36K	Buy	1,105 +425	+63%	+$14.4K	﹤0.01%	996
2022 Q3	$22K	Hold	680	–	–	﹤0.01%	1096
2022 Q2	$22K	Hold	680	–	–	﹤0.01%	1121
2022 Q1	$28K	Sell	680 -2,368	-78%	-$95.3K	﹤0.01%	1123
2021 Q4	$139K	Buy	3,048 +175	+6%	+$8.1K	0.01%	903
2021 Q3	$125K	Buy	2,873 +2,433	+553%	+$112K	0.01%	898
2021 Q2	$21K	Hold	440	–	–	﹤0.01%	1162
2021 Q1	$20K	Buy	+440	New	+$19.8K	﹤0.01%	1081

Other funds holding SIMS

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Banque Cantonale Vaudoise's SIMS Position: Q1 2024 in Review

Banque Cantonale Vaudoise sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q1 2024, closing a stake of 1,105 shares — an estimated $39K sold.

Banque Cantonale Vaudoise first reported a position in SIMS in Q1 2021 and held it in 12 quarters. The position peaked at $139K in Q4 2021. 26 funds tracked by Wall St. Rank hold SIMS as of Q1 2024.

Banque Cantonale Vaudoise reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q1 2024 after selling out during the quarter.
Banque Cantonale Vaudoise sold 1,105 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q1 2024, an estimated $39K.
Banque Cantonale Vaudoise first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 12 quarters.
Banque Cantonale Vaudoise's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $139K in Q4 2021.
26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2024, filed 10 Apr 2024.