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My Personal CFO LLC’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

My Personal CFO LLC’s Portfolio CNRG Stock Details CNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-309
Closed -$25.3K – 216
2022
Q4 		$25.3K Buy
+309
New +$26.6K 0.02% 179

Other funds holding CNRG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

My Personal CFO LLC's CNRG Position: Q1 2023 in Review

My Personal CFO LLC sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2023, closing a stake of 309 shares — an estimated $25.3K sold.

My Personal CFO LLC first reported a position in CNRG in Q4 2022 and held it in 1 quarter. The position peaked at $25.3K in Q4 2022. 94 funds tracked by Wall St. Rank hold CNRG as of Q1 2023.

  • My Personal CFO LLC reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 309 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2023, an estimated $25.3K.
  • My Personal CFO LLC first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's State Street SPDR S&P Kensho Clean Power ETF position peaked at $25.3K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.