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KPP Advisory Services’s Columbia EM Core ex-China ETF XCEM Stock Holding History

KPP Advisory Services’s Portfolio XCEM Stock Details XCEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,730
Closed -$349K – 222
2023
Q3 		$349K Buy
+12,730
New +$363K 0.12% 134

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KPP Advisory Services's XCEM Position: Q4 2023 in Review

KPP Advisory Services sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2023, closing a stake of 12,730 shares — an estimated $349K sold.

KPP Advisory Services first reported a position in XCEM in Q3 2023 and held it in 1 quarter. The position peaked at $349K in Q3 2023. 124 funds tracked by Wall St. Rank hold XCEM as of Q4 2023.

  • KPP Advisory Services reported no remaining Columbia EM Core ex-China ETF position as of Q4 2023 after selling out during the quarter.
  • KPP Advisory Services sold 12,730 Columbia EM Core ex-China ETF shares in Q4 2023, an estimated $349K.
  • KPP Advisory Services first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and held it in 1 quarter.
  • KPP Advisory Services's Columbia EM Core ex-China ETF position peaked at $349K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2023.

Based on KPP Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.