CFS Investment Advisory Services’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

CFS Investment Advisory Services’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
2021 Q4	–	Sell	-3,647	Closed	-$222K	–	221
2021 Q3	$222K	Buy	+3,647	New	+$231K	0.03%	189

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFS Investment Advisory Services's KOMP Position: Q4 2021 in Review

CFS Investment Advisory Services sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2021, closing a stake of 3,647 shares — an estimated $222K sold.

CFS Investment Advisory Services first reported a position in KOMP in Q3 2021 and held it in 1 quarter. The position peaked at $222K in Q3 2021. 166 funds tracked by Wall St. Rank hold KOMP as of Q4 2021.

CFS Investment Advisory Services reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2021 after selling out during the quarter.
CFS Investment Advisory Services sold 3,647 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2021, an estimated $222K.
CFS Investment Advisory Services first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2021 and held it in 1 quarter.
CFS Investment Advisory Services's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $222K in Q3 2021.
166 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.