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Impact Partnership Wealth’s KraneShares California Carbon Allowance Strategy ETF KCCA Stock Holding History

Impact Partnership Wealth’s Portfolio KCCA Stock Details KCCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-151
Closed -$4.55K – 795
2023
Q4 		$4.55K Hold
151
– – ﹤0.01% 588
2023
Q3 		$4.3K Hold
151
– – ﹤0.01% 713
2023
Q2 		$3.84K Buy
+151
New +$3.73K ﹤0.01% 539

Other funds holding KCCA

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAWA
Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Impact Partnership Wealth's KCCA Position: Q1 2024 in Review

Impact Partnership Wealth sold out of KraneShares California Carbon Allowance Strategy ETF (KCCA) in Q1 2024, closing a stake of 151 shares — an estimated $4.55K sold.

Impact Partnership Wealth first reported a position in KCCA in Q2 2023 and held it in 3 quarters. The position peaked at $4.55K in Q4 2023. 22 funds tracked by Wall St. Rank hold KCCA as of Q1 2024.

  • Impact Partnership Wealth reported no remaining KraneShares California Carbon Allowance Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 151 KraneShares California Carbon Allowance Strategy ETF shares in Q1 2024, an estimated $4.55K.
  • Impact Partnership Wealth first reported a position in KraneShares California Carbon Allowance Strategy ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's KraneShares California Carbon Allowance Strategy ETF position peaked at $4.55K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held KraneShares California Carbon Allowance Strategy ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.