RCM
KLDW

Raleigh Capital Management’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Raleigh Capital Management’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,195
Closed -$39K – 912
2022
Q3 		$39K Hold
1,195
– – 0.02% 248
2022
Q2 		$46K Sell
1,195
-1,555
-57% -$59.7K 0.03% 253
2022
Q1 		$116K Buy
+2,750
New +$118K 0.06% 213

Other funds holding KLDW

CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

Raleigh Capital Management's KLDW Position: Q4 2022 in Review

Raleigh Capital Management sold out of Knowledge Leaders Developed World ETF (KLDW) in Q4 2022, closing a stake of 1,195 shares — an estimated $39K sold.

Raleigh Capital Management first reported a position in KLDW in Q1 2022 and held it in 3 quarters. The position peaked at $116K in Q1 2022. 18 funds tracked by Wall St. Rank hold KLDW as of Q4 2022.

  • Raleigh Capital Management reported no remaining Knowledge Leaders Developed World ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 1,195 Knowledge Leaders Developed World ETF shares in Q4 2022, an estimated $39K.
  • Raleigh Capital Management first reported a position in Knowledge Leaders Developed World ETF in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's Knowledge Leaders Developed World ETF position peaked at $116K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.