Rockefeller Capital Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Rockefeller Capital Management’s Portfolio CRDT Stock Details CRDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-245,186	Closed	-$6.16M	–	1648
2024 Q1	$6.16M	Buy	+245,186	New	+$6.26M	0.02%	635

Other funds holding CRDT

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockefeller Capital Management's CRDT Position: Q2 2024 in Review

Rockefeller Capital Management sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2024, closing a stake of 245,186 shares — an estimated $6.16M sold.

Rockefeller Capital Management first reported a position in CRDT in Q1 2024 and held it in 1 quarter. The position peaked at $6.16M in Q1 2024. 4 funds tracked by Wall St. Rank hold CRDT as of Q2 2024.

Rockefeller Capital Management reported no remaining Simplify Opportunistic Income ETF position as of Q2 2024 after selling out during the quarter.
Rockefeller Capital Management sold 245,186 Simplify Opportunistic Income ETF shares in Q2 2024, an estimated $6.16M.
Rockefeller Capital Management first reported a position in Simplify Opportunistic Income ETF in Q1 2024 and held it in 1 quarter.
Rockefeller Capital Management's Simplify Opportunistic Income ETF position peaked at $6.16M in Q1 2024.
4 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2024.

Based on Rockefeller Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.