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Cook Wealth’s KraneShares Global Carbon Strategy ETF KRBN Stock Holding History

Cook Wealth’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
-8,421
Closed -$304K – 57
2023
Q3 		$304K Buy
8,421
+3,175
+61% +$120K 0.23% 39
2023
Q2 		$208K Sell
5,246
-112
-2% -$4.35K 0.16% 46
2023
Q1 		$208K Buy
+5,358
New +$207K 0.18% 42

Other funds holding KRBN

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
CIBC World Market Toronto, Ontario, Canada $56.9B 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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return