Moisand Fitzgerald Tamayo’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Moisand Fitzgerald Tamayo’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
2022 Q1	–	Sell	-302	Closed	-$18K	–	587
2021 Q4	$18K	Hold	302	–	–	0.01%	213
2021 Q3	$18K	Hold	302	–	–	0.01%	204
2021 Q2	$20K	Hold	302	–	–	0.01%	207
2021 Q1	$20K	Hold	302	–	–	0.01%	169
2020 Q4	$17K	Buy	302 +61	+25%	+$3.06K	0.01%	181
2020 Q3	$10K	Buy	+241	New	+$9.95K	0.01%	193

Other funds holding KOMP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CPA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

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

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

RJFSA

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

Moisand Fitzgerald Tamayo's KOMP Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 302 shares — an estimated $18K sold.

Moisand Fitzgerald Tamayo first reported a position in KOMP in Q3 2020 and held it in 6 quarters. The position peaked at $20K in Q2 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

Moisand Fitzgerald Tamayo reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 302 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $18K.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2020 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $20K in Q2 2021.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.