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Resurgent Financial Advisors’s KraneShares Global Carbon Strategy ETF KRBN Stock Holding History

Resurgent Financial Advisors’s Portfolio KRBN Stock Details KRBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$36.5K – 356
2023
Q4 		$36.5K Hold
1,000
– – 0.02% 392
2023
Q3 		$36.1K Hold
1,000
– – 0.02% 379
2023
Q2 		$37.9K Hold
1,000
– – 0.03% 374
2023
Q1 		$39.6K Hold
1,000
– – 0.03% 370
2022
Q4 		$36.5K Buy
+1,000
New +$42.3K 0.02% 492

Other funds holding KRBN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
RSS
Rosenblum Silverman Sutton San Francisco, California $382M AUM 13.82% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Resurgent Financial Advisors's KRBN Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of KraneShares Global Carbon Strategy ETF (KRBN) in Q1 2024, closing a stake of 1,000 shares — an estimated $36.5K sold.

Resurgent Financial Advisors first reported a position in KRBN in Q4 2022 and held it in 5 quarters. The position peaked at $39.6K in Q1 2023. 80 funds tracked by Wall St. Rank hold KRBN as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining KraneShares Global Carbon Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,000 KraneShares Global Carbon Strategy ETF shares in Q1 2024, an estimated $36.5K.
  • Resurgent Financial Advisors first reported a position in KraneShares Global Carbon Strategy ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's KraneShares Global Carbon Strategy ETF position peaked at $39.6K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held KraneShares Global Carbon Strategy ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.