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Sandy Spring Bank’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History

Sandy Spring Bank’s Portfolio GRN Stock Details GRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$614 – 1268
2023
Q4 		$614 Hold
20
– – ﹤0.01% 1104
2023
Q3 		$649 Hold
20
– – ﹤0.01% 1109
2023
Q2 		$706 Hold
20
– – ﹤0.01% 1136
2023
Q1 		$715 Hold
20
– – ﹤0.01% 1087
2022
Q4 		$633 Hold
20
– – ﹤0.01% 1080
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1084
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1087
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1091
2021
Q4 		$1K Buy
+20
New +$542 ﹤0.01% 1179

Other funds holding GRN

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Spring Bank's GRN Position: Q1 2024 in Review

Sandy Spring Bank sold out of iPath Series B Carbon Exchange-Traded Notes (GRN) in Q1 2024, closing a stake of 20 shares — an estimated $614 sold.

Sandy Spring Bank first reported a position in GRN in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 11 funds tracked by Wall St. Rank hold GRN as of Q1 2024.

  • Sandy Spring Bank reported no remaining iPath Series B Carbon Exchange-Traded Notes position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 20 iPath Series B Carbon Exchange-Traded Notes shares in Q1 2024, an estimated $614.
  • Sandy Spring Bank first reported a position in iPath Series B Carbon Exchange-Traded Notes in Q4 2021 and held it in 9 quarters.
  • Sandy Spring Bank's iPath Series B Carbon Exchange-Traded Notes position peaked at $1K in Q3 2022.
  • 11 funds tracked by Wall St. Rank held iPath Series B Carbon Exchange-Traded Notes as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.