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CGFA
Colton Groome Financial Advisors’s
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
Stock Holding History
Colton Groome Financial Advisors’s Portfolio
SJNK Stock Details
SJNK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-30,994
Closed
-$737K
–
128
2022
Q3
$737K
Buy
30,994
+1,344
+5%
+$33.1K
0.38%
49
2022
Q2
$715K
Sell
29,650
-3,880
-12%
-$98K
0.36%
43
2022
Q1
$880K
Sell
33,530
-43,062
-56%
-$1.14M
0.41%
41
2021
Q4
$2.08M
Buy
76,592
+29,822
+64%
+$811K
0.84%
34
2021
Q3
$1.28M
Buy
46,770
+11,204
+32%
+$307K
0.56%
37
2021
Q2
$981K
Sell
35,566
-333
-0.9%
-$9.12K
0.45%
40
2021
Q1
$981K
Buy
35,899
+4,311
+14%
+$117K
0.55%
27
2020
Q4
$851K
Buy
31,588
+551
+2%
+$14.5K
0.55%
32
2020
Q3
$803K
Buy
31,037
+4,110
+15%
+$106K
0.56%
31
2020
Q2
$679K
Buy
26,927
+11,208
+71%
+$276K
0.49%
32
2020
Q1
$370K
Sell
15,719
-10,701
-41%
-$278K
0.31%
40
2019
Q4
$712K
Buy
26,420
+1,250
+5%
+$33.5K
0.51%
37
2019
Q3
$673K
Buy
25,170
+1,298
+5%
+$35.1K
0.5%
39
2019
Q2
$650K
Buy
+23,872
New
+$648K
0.52%
32
Other funds holding SJNK
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki, Finland
$12.7B AUM
16.27%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
State of New Jersey Common Pension Fund D
Trenton, New Jersey
$25.9B AUM
26.38%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
CCMG
Clark Capital Management Group
Philadelphia, Pennsylvania
$16.2B AUM
29.8%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
APC
Aristotle Pacific Capital
Newport Beach, California
$123M AUM
0.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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