KFI
STNC icon

Key Financial Inc’s Hennessy Sustainable ETF STNC Stock Holding History

Key Financial Inc’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-101
Closed -$2.84K – 1325
2023
Q4 		$2.84K Buy
+101
New +$2.63K ﹤0.01% 1054

Other funds holding STNC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Key Financial Inc's STNC Position: Q1 2024 in Review

Key Financial Inc sold out of Hennessy Sustainable ETF (STNC) in Q1 2024, closing a stake of 101 shares — an estimated $2.84K sold.

Key Financial Inc first reported a position in STNC in Q4 2023 and held it in 1 quarter. The position peaked at $2.84K in Q4 2023. 24 funds tracked by Wall St. Rank hold STNC as of Q1 2024.

  • Key Financial Inc reported no remaining Hennessy Sustainable ETF position as of Q1 2024 after selling out during the quarter.
  • Key Financial Inc sold 101 Hennessy Sustainable ETF shares in Q1 2024, an estimated $2.84K.
  • Key Financial Inc first reported a position in Hennessy Sustainable ETF in Q4 2023 and held it in 1 quarter.
  • Key Financial Inc's Hennessy Sustainable ETF position peaked at $2.84K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.