FAS Wealth Partners’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

FAS Wealth Partners’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
2022 Q3	–	Sell	-210	Closed	-$9K	–	418
2022 Q2	$9K	Buy	+210	New	+$9.45K	﹤0.01%	377
2022 Q1	–	Sell	-61	Closed	-$4K	–	397
2021 Q4	$4K	Hold	61	–	–	﹤0.01%	393
2021 Q3	$4K	Hold	61	–	–	﹤0.01%	391
2021 Q2	$4K	Buy	+61	New	+$4.02K	﹤0.01%	366

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

RJFSA

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FAS Wealth Partners's KOMP Position: Q3 2022 in Review

FAS Wealth Partners sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2022, closing a stake of 210 shares — an estimated $9K sold.

FAS Wealth Partners first reported a position in KOMP in Q2 2021 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 131 funds tracked by Wall St. Rank hold KOMP as of Q3 2022.

FAS Wealth Partners reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2022 after selling out during the quarter.
FAS Wealth Partners sold 210 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2022, an estimated $9K.
FAS Wealth Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and held it in 4 quarters.
FAS Wealth Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $9K in Q2 2022.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2022.

Based on FAS Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.