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Phoenix Wealth Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-4,358
Closed -$294K – 113
2023
Q3 		$294K Buy
+4,358
New +$339K 0.17% 87

Other funds holding CNRG

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Phoenix Wealth Advisors's CNRG Position: Q4 2023 in Review

Phoenix Wealth Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q4 2023, closing a stake of 4,358 shares — an estimated $294K sold.

Phoenix Wealth Advisors first reported a position in CNRG in Q3 2023 and held it in 1 quarter. The position peaked at $294K in Q3 2023. 80 funds tracked by Wall St. Rank hold CNRG as of Q4 2023.

  • Phoenix Wealth Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q4 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 4,358 State Street SPDR S&P Kensho Clean Power ETF shares in Q4 2023, an estimated $294K.
  • Phoenix Wealth Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q3 2023 and held it in 1 quarter.
  • Phoenix Wealth Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $294K in Q3 2023.
  • 80 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q4 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.