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Bogart Wealth LLC’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Bogart Wealth LLC’s Portfolio KOMP Stock Details KOMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-505
Closed -$21.6K – 1087
2023
Q1 		$21.6K Buy
+505
New +$21.5K ﹤0.01% 445

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bogart Wealth LLC's KOMP Position: Q2 2023 in Review

Bogart Wealth LLC sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2023, closing a stake of 505 shares — an estimated $21.6K sold.

Bogart Wealth LLC first reported a position in KOMP in Q1 2023 and held it in 1 quarter. The position peaked at $21.6K in Q1 2023. 114 funds tracked by Wall St. Rank hold KOMP as of Q2 2023.

  • Bogart Wealth LLC reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 505 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2023, an estimated $21.6K.
  • Bogart Wealth LLC first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $21.6K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.