Forvis Mazars Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,090	Closed	-$430K	–	297
2019 Q4	$430K	Hold	9,090	–	–	0.03%	207
2019 Q3	$392K	Hold	9,090	–	–	0.03%	201
2019 Q2	$394K	Hold	9,090	–	–	0.03%	191
2019 Q1	$380K	Hold	9,090	–	–	0.03%	187
2018 Q4	$340K	Hold	9,090	–	–	0.03%	170
2018 Q3	$423K	Hold	9,090	–	–	0.04%	164
2018 Q2	$429K	Hold	9,090	–	–	0.04%	159
2018 Q1	$435K	Buy	+9,090	New	+$452K	0.04%	164

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KBE Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 9,090 shares — an estimated $430K sold.

Forvis Mazars Wealth Advisors first reported a position in KBE in Q1 2018 and held it in 8 quarters. The position peaked at $435K in Q1 2018. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

Forvis Mazars Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 9,090 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $430K.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 8 quarters.
Forvis Mazars Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $435K in Q1 2018.
170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.