Seaview Investment Managers’s Global X Conscious Companies ETF KRMA Stock Holding History

Seaview Investment Managers’s Portfolio KRMA Stock Details KRMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,483	Closed	-$307K	–	98
2022 Q2	$307K	Buy	11,483 +62	+0.5%	+$1.81K	0.14%	72
2022 Q1	$370K	Sell	11,421 -680	-6%	-$21.6K	0.12%	72
2021 Q4	$417K	Buy	+12,101	New	+$405K	0.15%	69

Other funds holding KRMA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Seaview Investment Managers's KRMA Position: Q3 2022 in Review

Seaview Investment Managers sold out of Global X Conscious Companies ETF (KRMA) in Q3 2022, closing a stake of 11,483 shares — an estimated $307K sold.

Seaview Investment Managers first reported a position in KRMA in Q4 2021 and held it in 3 quarters. The position peaked at $417K in Q4 2021. 34 funds tracked by Wall St. Rank hold KRMA as of Q3 2022.

Seaview Investment Managers reported no remaining Global X Conscious Companies ETF position as of Q3 2022 after selling out during the quarter.
Seaview Investment Managers sold 11,483 Global X Conscious Companies ETF shares in Q3 2022, an estimated $307K.
Seaview Investment Managers first reported a position in Global X Conscious Companies ETF in Q4 2021 and held it in 3 quarters.
Seaview Investment Managers's Global X Conscious Companies ETF position peaked at $417K in Q4 2021.
34 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q3 2022.

Based on Seaview Investment Managers's 13F filing for Q3 2022, filed 10 Nov 2022.