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Kistler-Tiffany Companies’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Kistler-Tiffany Companies’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-45
Closed -$3.02K – 900
2023
Q1 		$3.02K Buy
+45
New +$3.01K ﹤0.01% 709

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Morgan Stanley
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HCM
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Goldman Sachs
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Bessemer Group
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NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's CWB Position: Q2 2023 in Review

Kistler-Tiffany Companies sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2023, closing a stake of 45 shares — an estimated $3.02K sold.

Kistler-Tiffany Companies first reported a position in CWB in Q1 2023 and held it in 1 quarter. The position peaked at $3.02K in Q1 2023. 474 funds tracked by Wall St. Rank hold CWB as of Q2 2023.

  • Kistler-Tiffany Companies reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 45 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2023, an estimated $3.02K.
  • Kistler-Tiffany Companies first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2023 and held it in 1 quarter.
  • Kistler-Tiffany Companies's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $3.02K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.