Manchester Financial’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Manchester Financial’s Portfolio KOMP Stock Details KOMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-353	Closed	-$24K	–	372
2021 Q1	$24K	Sell	353 -150	-30%	-$10.2K	0.01%	293
2020 Q4	$29K	Buy	503 +2	+0.4%	+$100	0.02%	220
2020 Q3	$21K	Sell	501 -49	-9%	-$2.02K	0.02%	232
2020 Q2	$20K	Buy	550 +50	+10%	+$1.67K	0.02%	236
2020 Q1	$14K	Buy	500 +250	+100%	+$8.65K	0.01%	259
2019 Q4	$9K	Buy	+250	New	+$8.58K	﹤0.01%	363
2019 Q3	–	Sell	-250	Closed	-$8K	–	259
2019 Q2	$8K	Buy	+250	New	+$8.03K	﹤0.01%	339

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

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

Manchester Financial's KOMP Position: Q2 2021 in Review

Manchester Financial sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2021, closing a stake of 353 shares — an estimated $24K sold.

Manchester Financial first reported a position in KOMP in Q2 2019 and held it in 7 quarters. The position peaked at $29K in Q4 2020. 121 funds tracked by Wall St. Rank hold KOMP as of Q2 2021.

Manchester Financial reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 353 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2021, an estimated $24K.
Manchester Financial first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2019 and held it in 7 quarters.
Manchester Financial's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $29K in Q4 2020.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.