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IWM
IHT Wealth Management’s
State Street SPDR S&P Insurance ETF
KIE
Stock Holding History
IHT Wealth Management’s Portfolio
KIE Stock Details
KIE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-5,242
Closed
-$214K
–
999
2023
Q2
$214K
Buy
5,242
+109
+2%
+$4.34K
0.01%
855
2023
Q1
$202K
Sell
5,133
-4,906
-49%
-$204K
0.01%
858
2022
Q4
$411K
Buy
+10,039
New
+$405K
0.03%
547
2022
Q2
–
Sell
-7,395
Closed
-$311K
–
778
2022
Q1
$311K
Sell
7,395
-33
-0.4%
-$1.33K
0.02%
559
2021
Q4
$300K
Buy
7,428
+2,078
+39%
+$83.3K
0.02%
613
2021
Q3
$202K
Buy
+5,350
New
+$206K
0.02%
736
2018
Q2
–
Sell
-573
Closed
-$17K
–
929
2018
Q1
$17K
Buy
573
+97
+20%
+$3.01K
﹤0.01%
1033
2017
Q4
$15K
Buy
476
+149
+46%
+$4.57K
﹤0.01%
1070
2017
Q3
$10K
Buy
327
+111
+51%
+$3.31K
﹤0.01%
968
2017
Q2
$59
Buy
216
+198
+1,100%
+$5.7K
0.03%
474
2017
Q1
$1K
Hold
18
–
–
﹤0.01%
1176
2016
Q4
$0
Buy
+18
New
+$472
﹤0.01%
1210
Other funds holding KIE
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
FMI
Factory Mutual Insurance
Waltham, Massachusetts
$8.89B AUM
25.87%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JCM
Janney Capital Management
Pittsburgh, Pennsylvania
$1.59B AUM
23.25%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
FFM
Fullerton Fund Management
Singapore
$1.25B AUM
76.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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