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Fort Point Capital Partners’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Fort Point Capital Partners’s Portfolio HAIL Stock Details HAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,205
Closed -$232K – 299
2021
Q4 		$232K Sell
4,205
-570
-12% -$33.2K 0.03% 258
2021
Q3 		$261K Buy
+4,775
New +$271K 0.04% 210

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

Fort Point Capital Partners's HAIL Position: Q1 2022 in Review

Fort Point Capital Partners sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2022, closing a stake of 4,205 shares — an estimated $232K sold.

Fort Point Capital Partners first reported a position in HAIL in Q3 2021 and held it in 2 quarters. The position peaked at $261K in Q3 2021. 60 funds tracked by Wall St. Rank hold HAIL as of Q1 2022.

  • Fort Point Capital Partners reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2022 after selling out during the quarter.
  • Fort Point Capital Partners sold 4,205 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2022, an estimated $232K.
  • Fort Point Capital Partners first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2021 and held it in 2 quarters.
  • Fort Point Capital Partners's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $261K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2022.

Based on Fort Point Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.