Mackenzie Financial
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Mackenzie Financial’s KraneShares California Carbon Allowance Strategy ETF KCCA Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-17,560
Closed -$503K – 1580
2024
Q1 		$503K Buy
+17,560
New +$531K ﹤0.01% 1023

Other funds holding KCCA

Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Summit Trail Advisors
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Knightsbridge Asset Management
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
Battery Global Advisors
Battery Global Advisors Boston, Massachusetts $200M AUM 17.95% 1-Year Est. Return
Palo Alto Wealth Advisors
Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Clarity Capital Partners
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Mackenzie Financial's KCCA Position: Q2 2024 in Review

Mackenzie Financial sold out of KraneShares California Carbon Allowance Strategy ETF (KCCA) in Q2 2024, closing a stake of 17,560 shares — an estimated $503K sold.

Mackenzie Financial first reported a position in KCCA in Q1 2024 and held it in 1 quarter. The position peaked at $503K in Q1 2024. 26 funds tracked by Wall St. Rank hold KCCA as of Q2 2024.

  • Mackenzie Financial reported no remaining KraneShares California Carbon Allowance Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 17,560 KraneShares California Carbon Allowance Strategy ETF shares in Q2 2024, an estimated $503K.
  • Mackenzie Financial first reported a position in KraneShares California Carbon Allowance Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Mackenzie Financial's KraneShares California Carbon Allowance Strategy ETF position peaked at $503K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held KraneShares California Carbon Allowance Strategy ETF as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.