Sandy Spring Bank’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

Sandy Spring Bank’s Portfolio NACP Stock Details NACP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-65	Closed	-$1.73K	–	1196
2022 Q4	$1.73K	Hold	65	–	–	﹤0.01%	1031
2022 Q3	$2K	Hold	65	–	–	﹤0.01%	1046
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	1056
2022 Q1	$2K	Buy	+65	New	+$2.15K	﹤0.01%	1062

Other funds holding NACP

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Sandy Spring Bank's NACP Position: Q1 2023 in Review

Sandy Spring Bank sold out of Impact Shares NAACP Minority Empowerment ETF (NACP) in Q1 2023, closing a stake of 65 shares — an estimated $1.73K sold.

Sandy Spring Bank first reported a position in NACP in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 23 funds tracked by Wall St. Rank hold NACP as of Q1 2023.

Sandy Spring Bank reported no remaining Impact Shares NAACP Minority Empowerment ETF position as of Q1 2023 after selling out during the quarter.
Sandy Spring Bank sold 65 Impact Shares NAACP Minority Empowerment ETF shares in Q1 2023, an estimated $1.73K.
Sandy Spring Bank first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q1 2022 and held it in 4 quarters.
Sandy Spring Bank's Impact Shares NAACP Minority Empowerment ETF position peaked at $2K in Q3 2022.
23 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q1 2023.

Based on Sandy Spring Bank's 13F filing for Q1 2023, filed 5 May 2023.