FFA
KRMA

Frazier Financial Advisors’s Global X Conscious Companies ETF KRMA Stock Holding History

Frazier Financial Advisors’s Portfolio KRMA Stock Details KRMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$19 – 979
2023
Q4 		$19 Buy
+1
New +$31 ﹤0.01% 855

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Frazier Financial Advisors's KRMA Position: Q1 2024 in Review

Frazier Financial Advisors sold out of Global X Conscious Companies ETF (KRMA) in Q1 2024, closing a stake of 1 share — an estimated $19 sold.

Frazier Financial Advisors first reported a position in KRMA in Q4 2023 and held it in 1 quarter. The position peaked at $19 in Q4 2023. 43 funds tracked by Wall St. Rank hold KRMA as of Q1 2024.

  • Frazier Financial Advisors reported no remaining Global X Conscious Companies ETF position as of Q1 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 1 Global X Conscious Companies ETF share in Q1 2024, an estimated $19.
  • Frazier Financial Advisors first reported a position in Global X Conscious Companies ETF in Q4 2023 and held it in 1 quarter.
  • Frazier Financial Advisors's Global X Conscious Companies ETF position peaked at $19 in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2024.

Based on Frazier Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.