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Sonoma Private Wealth’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

Sonoma Private Wealth’s Portfolio JSTC Stock Details JSTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-27,534
Closed -$410K – 78
2022
Q4 		$410K Buy
+27,534
New +$404K 0.91% 37

Other funds holding JSTC

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return

Sonoma Private Wealth's JSTC Position: Q1 2023 in Review

Sonoma Private Wealth sold out of Adasina Social Justice All Cap Global ETF (JSTC) in Q1 2023, closing a stake of 27,534 shares — an estimated $410K sold.

Sonoma Private Wealth first reported a position in JSTC in Q4 2022 and held it in 1 quarter. The position peaked at $410K in Q4 2022. 25 funds tracked by Wall St. Rank hold JSTC as of Q1 2023.

  • Sonoma Private Wealth reported no remaining Adasina Social Justice All Cap Global ETF position as of Q1 2023 after selling out during the quarter.
  • Sonoma Private Wealth sold 27,534 Adasina Social Justice All Cap Global ETF shares in Q1 2023, an estimated $410K.
  • Sonoma Private Wealth first reported a position in Adasina Social Justice All Cap Global ETF in Q4 2022 and held it in 1 quarter.
  • Sonoma Private Wealth's Adasina Social Justice All Cap Global ETF position peaked at $410K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q1 2023.

Based on Sonoma Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.