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

Prism 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
2021
Q1 		– Sell
-1,881
Closed -$204K – 52
2020
Q4 		$204K Buy
+1,881
New +$167K 0.08% 48

Other funds holding CNRG

CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prism Advisors's CNRG Position: Q1 2021 in Review

Prism Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2021, closing a stake of 1,881 shares — an estimated $204K sold.

Prism Advisors first reported a position in CNRG in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 64 funds tracked by Wall St. Rank hold CNRG as of Q1 2021.

  • Prism Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2021 after selling out during the quarter.
  • Prism Advisors sold 1,881 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2021, an estimated $204K.
  • Prism Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2020 and held it in 1 quarter.
  • Prism Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $204K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2021.

Based on Prism Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.