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Spire Wealth Management’s KraneShares California Carbon Allowance Strategy ETF KCCA Stock Holding History

Spire Wealth Management’s Portfolio KCCA Stock Details KCCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-225
Closed -$4.85K – 2488
2024
Q3 		$4.85K Buy
+225
New +$4.66K ﹤0.01% 1833

Other funds holding KCCA

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $643M AUM
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
BGA
Battery Global Advisors Boston, Massachusetts $186M AUM 15.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Spire Wealth Management's KCCA Position: Q4 2024 in Review

Spire Wealth Management sold out of KraneShares California Carbon Allowance Strategy ETF (KCCA) in Q4 2024, closing a stake of 225 shares — an estimated $4.85K sold.

Spire Wealth Management first reported a position in KCCA in Q3 2024 and held it in 1 quarter. The position peaked at $4.85K in Q3 2024. 22 funds tracked by Wall St. Rank hold KCCA as of Q4 2024.

  • Spire Wealth Management reported no remaining KraneShares California Carbon Allowance Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 225 KraneShares California Carbon Allowance Strategy ETF shares in Q4 2024, an estimated $4.85K.
  • Spire Wealth Management first reported a position in KraneShares California Carbon Allowance Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Spire Wealth Management's KraneShares California Carbon Allowance Strategy ETF position peaked at $4.85K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held KraneShares California Carbon Allowance Strategy ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.