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Cerity Partners OCIO’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Cerity Partners OCIO’s Portfolio QCLN Stock Details QCLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-48,642
Closed -$3.14M – 449
2022
Q1 		$3.14M Sell
48,642
-57,004
-54% -$3.39M 0.09% 106
2021
Q4 		$7.18M Buy
+105,646
New +$7.61M 0.21% 57

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cerity Partners OCIO's QCLN Position: Q2 2022 in Review

Cerity Partners OCIO sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2022, closing a stake of 48,642 shares — an estimated $3.14M sold.

Cerity Partners OCIO first reported a position in QCLN in Q4 2021 and held it in 2 quarters. The position peaked at $7.18M in Q4 2021. 291 funds tracked by Wall St. Rank hold QCLN as of Q2 2022.

  • Cerity Partners OCIO reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 48,642 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2022, an estimated $3.14M.
  • Cerity Partners OCIO first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2021 and held it in 2 quarters.
  • Cerity Partners OCIO's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $7.18M in Q4 2021.
  • 291 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2022.

Based on Cerity Partners OCIO's 13F filing for Q2 2022, filed 26 Jul 2022.