Ogorek Anthony Joseph’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Ogorek Anthony Joseph’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	-3,292	Closed	-$194K	–	262
2021 Q4	$194K	Hold	3,292	–	–	0.08%	53
2021 Q3	$200K	Hold	3,292	–	–	0.09%	49
2021 Q2	$220K	Hold	3,292	–	–	0.1%	47
2021 Q1	$222K	Buy	+3,292	New	+$223K	0.11%	43

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

Ogorek Anthony Joseph's KOMP Position: Q1 2022 in Review

Ogorek Anthony Joseph sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 3,292 shares — an estimated $194K sold.

Ogorek Anthony Joseph first reported a position in KOMP in Q1 2021 and held it in 4 quarters. The position peaked at $222K in Q1 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

Ogorek Anthony Joseph reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
Ogorek Anthony Joseph sold 3,292 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $194K.
Ogorek Anthony Joseph first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 4 quarters.
Ogorek Anthony Joseph's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $222K in Q1 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 Ogorek Anthony Joseph's 13F filing for Q1 2022, filed 26 Apr 2022.