FCM
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Firestone Capital Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Firestone Capital Management’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
2021
Q4 		– Sell
-223
Closed -$15K – 287
2021
Q3 		$15K Hold
223
– – 0.01% 329
2021
Q2 		$15K Buy
223
+148
+197% +$9.76K 0.01% 321
2021
Q1 		$5K Buy
+75
New +$5.08K ﹤0.01% 408

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Firestone Capital Management's KOMP Position: Q4 2021 in Review

Firestone Capital Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2021, closing a stake of 223 shares — an estimated $15K sold.

Firestone Capital Management first reported a position in KOMP in Q1 2021 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 166 funds tracked by Wall St. Rank hold KOMP as of Q4 2021.

  • Firestone Capital Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2021 after selling out during the quarter.
  • Firestone Capital Management sold 223 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2021, an estimated $15K.
  • Firestone Capital Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 3 quarters.
  • Firestone Capital Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $15K in Q3 2021.
  • 166 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.