CLA (CliftonLarsonAllen) Wealth Advisors’s KraneShares Global Carbon Strategy ETF KRBN Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio KRBN Stock Details KRBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$361K	–	187
2023 Q3	$361K	Hold	10,000	–	–	0.01%	170
2023 Q2	$379K	Hold	10,000	–	–	0.01%	165
2023 Q1	$397K	Buy	+10,000	New	+$385K	0.01%	173

Other funds holding KRBN

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

RSS

Rosenblum Silverman Sutton San Francisco, California $382M AUM 13.82% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

PAWA

Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's KRBN Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of KraneShares Global Carbon Strategy ETF (KRBN) in Q4 2023, closing a stake of 10,000 shares — an estimated $361K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in KRBN in Q1 2023 and held it in 3 quarters. The position peaked at $397K in Q1 2023. 102 funds tracked by Wall St. Rank hold KRBN as of Q4 2023.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining KraneShares Global Carbon Strategy ETF position as of Q4 2023 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 10,000 KraneShares Global Carbon Strategy ETF shares in Q4 2023, an estimated $361K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in KraneShares Global Carbon Strategy ETF in Q1 2023 and held it in 3 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's KraneShares Global Carbon Strategy ETF position peaked at $397K in Q1 2023.
102 funds tracked by Wall St. Rank held KraneShares Global Carbon Strategy ETF as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.