L.J. Altfest & Co’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

L.J. Altfest & Co’s Portfolio ECON Stock Details ECON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,344	Closed	-$391K	–	339
2024 Q3	$391K	Sell	17,344 -298	-2%	-$6.3K	0.05%	242
2024 Q2	$369K	Sell	17,642 -8,787	-33%	-$184K	0.05%	231
2024 Q1	$544K	Sell	26,429 -488	-2%	-$9.91K	0.08%	180
2023 Q4	$561K	Sell	26,917 -1,418	-5%	-$28.7K	0.08%	168
2023 Q3	$568K	Sell	28,335 -1,552	-5%	-$32.2K	0.09%	159
2023 Q2	$618K	Sell	29,887 -20,749	-41%	-$420K	0.09%	152
2023 Q1	$1.04M	Sell	50,636 -545	-1%	-$11.2K	0.16%	91
2022 Q4	$1.01M	Sell	51,181 -17,118	-25%	-$329K	0.17%	97
2022 Q3	$1.31M	Buy	68,299 +18,112	+36%	+$379K	0.25%	62
2022 Q2	$1.08M	Buy	50,187 +16,176	+48%	+$337K	0.19%	79
2022 Q1	$717K	Sell	34,011 -68,822	-67%	-$1.57M	0.13%	121
2021 Q4	$2.46M	Buy	+102,833	New	+$2.59M	0.47%	47

Other funds holding ECON

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

L.J. Altfest & Co's ECON Position: Q4 2024 in Review

L.J. Altfest & Co sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2024, closing a stake of 17,344 shares — an estimated $391K sold.

L.J. Altfest & Co first reported a position in ECON in Q4 2021 and held it in 12 quarters. The position peaked at $2.46M in Q4 2021. 35 funds tracked by Wall St. Rank hold ECON as of Q4 2024.

L.J. Altfest & Co reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2024 after selling out during the quarter.
L.J. Altfest & Co sold 17,344 Columbia Emerging Markets Consumer ETF shares in Q4 2024, an estimated $391K.
L.J. Altfest & Co first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2021 and held it in 12 quarters.
L.J. Altfest & Co's Columbia Emerging Markets Consumer ETF position peaked at $2.46M in Q4 2021.
35 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.