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Shepherd Financial Partners’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Shepherd Financial Partners’s Portfolio KOMP Stock Details KOMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-79,796
Closed -$4.59M – 145
2020
Q4 		$4.59M Buy
79,796
+2,997
+4% +$150K 1.05% 17
2020
Q3 		$3.29M Buy
+76,799
New +$3.17M 0.77% 19

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Shepherd Financial Partners's KOMP Position: Q1 2021 in Review

Shepherd Financial Partners sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2021, closing a stake of 79,796 shares — an estimated $4.59M sold.

Shepherd Financial Partners first reported a position in KOMP in Q3 2020 and held it in 2 quarters. The position peaked at $4.59M in Q4 2020. 103 funds tracked by Wall St. Rank hold KOMP as of Q1 2021.

  • Shepherd Financial Partners reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 79,796 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2021, an estimated $4.59M.
  • Shepherd Financial Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2020 and held it in 2 quarters.
  • Shepherd Financial Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $4.59M in Q4 2020.
  • 103 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2021.

Based on Shepherd Financial Partners's 13F filing for Q1 2021, filed 14 May 2021.