Colonial Trust Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Colonial Trust Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-150	Closed	-$6.96K	–	761
2024 Q2	$6.96K	Hold	150	–	–	﹤0.01%	566
2024 Q1	$7.07K	Buy	+150	New	+$6.73K	﹤0.01%	654

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Colonial Trust Advisors's KBE Position: Q3 2024 in Review

Colonial Trust Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 150 shares — an estimated $6.96K sold.

Colonial Trust Advisors first reported a position in KBE in Q1 2024 and held it in 2 quarters. The position peaked at $7.07K in Q1 2024. 218 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

Colonial Trust Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
Colonial Trust Advisors sold 150 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $6.96K.
Colonial Trust Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2024 and held it in 2 quarters.
Colonial Trust Advisors's State Street SPDR S&P Bank ETF position peaked at $7.07K in Q1 2024.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Colonial Trust Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.