Palo Alto Wealth Advisors’s KraneShares California Carbon Allowance Strategy ETF KCCA Stock Holding History

Palo Alto Wealth Advisors’s Portfolio KCCA Stock Details KCCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-33,638	Closed	-$776K	–	52
2024 Q3	$776K	Sell	33,638 -12,553	-27%	-$260K	0.32%	21
2024 Q2	$1.04M	Sell	46,191 -15,344	-25%	-$429K	0.72%	18
2024 Q1	$1.76M	Buy	61,535 +7,325	+14%	+$222K	1.24%	14
2023 Q4	$1.63M	Buy	54,210 +41,530	+328%	+$1.23M	1.24%	14
2023 Q3	$361K	Buy	+12,680	New	+$353K	0.3%	29

Other funds holding KCCA

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

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

PCM

Permanent Capital Management Chicago, Illinois $643M AUM

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

BGA

Battery Global Advisors Boston, Massachusetts $186M AUM 15.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Palo Alto Wealth Advisors's KCCA Position: Q4 2024 in Review

Palo Alto Wealth Advisors sold out of KraneShares California Carbon Allowance Strategy ETF (KCCA) in Q4 2024, closing a stake of 33,638 shares — an estimated $776K sold.

Palo Alto Wealth Advisors first reported a position in KCCA in Q3 2023 and held it in 5 quarters. The position peaked at $1.76M in Q1 2024. 22 funds tracked by Wall St. Rank hold KCCA as of Q4 2024.

Palo Alto Wealth Advisors reported no remaining KraneShares California Carbon Allowance Strategy ETF position as of Q4 2024 after selling out during the quarter.
Palo Alto Wealth Advisors sold 33,638 KraneShares California Carbon Allowance Strategy ETF shares in Q4 2024, an estimated $776K.
Palo Alto Wealth Advisors first reported a position in KraneShares California Carbon Allowance Strategy ETF in Q3 2023 and held it in 5 quarters.
Palo Alto Wealth Advisors's KraneShares California Carbon Allowance Strategy ETF position peaked at $1.76M in Q1 2024.
22 funds tracked by Wall St. Rank held KraneShares California Carbon Allowance Strategy ETF as of Q4 2024.

Based on Palo Alto Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.