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KRMA

NewEdge Advisors’s Global X Conscious Companies ETF KRMA Stock Holding History

NewEdge Advisors’s Portfolio KRMA Stock Details KRMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-414
Closed -$13.8K – 3906
2023
Q4 		$13.8K Hold
414
– – ﹤0.01% 2720
2023
Q3 		$12.4K Sell
414
-34
-8% -$1.06K ﹤0.01% 2507
2023
Q2 		$13.9K Hold
448
– – ﹤0.01% 2500
2023
Q1 		$13.2K Sell
448
-1,519
-77% -$43.8K ﹤0.01% 2488
2022
Q4 		$2.07K Buy
+1,967
New +$54.5K ﹤0.01% 2830
2022
Q1 		– Sell
-11,553
Closed -$398K – 1407
2021
Q4 		$398K Sell
11,553
-790
-6% -$26.4K 0.01% 1187
2021
Q3 		$387K Sell
12,343
-2,254
-15% -$72.8K 0.01% 823
2021
Q2 		$457K Buy
14,597
+275
+2% +$8.42K 0.01% 768
2021
Q1 		$418K Sell
14,322
-93,689
-87% -$2.64M 0.01% 707
2020
Q4 		$2.95M Buy
108,011
+64,118
+146% +$1.66M 0.1% 197
2020
Q3 		$1.07M Sell
43,893
-2,691
-6% -$64K 0.04% 368
2020
Q2 		$1.03M Buy
46,584
+30,883
+197% +$642K 0.04% 345
2020
Q1 		$286K Buy
+15,701
New +$346K 0.01% 614

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

NewEdge Advisors's KRMA Position: Q1 2024 in Review

NewEdge Advisors sold out of Global X Conscious Companies ETF (KRMA) in Q1 2024, closing a stake of 414 shares — an estimated $13.8K sold.

NewEdge Advisors first reported a position in KRMA in Q1 2020 and held it in 13 quarters. The position peaked at $2.95M in Q4 2020. 43 funds tracked by Wall St. Rank hold KRMA as of Q1 2024.

  • NewEdge Advisors reported no remaining Global X Conscious Companies ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 414 Global X Conscious Companies ETF shares in Q1 2024, an estimated $13.8K.
  • NewEdge Advisors first reported a position in Global X Conscious Companies ETF in Q1 2020 and held it in 13 quarters.
  • NewEdge Advisors's Global X Conscious Companies ETF position peaked at $2.95M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.