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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio CNRG Stock Details CNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$2K – 197
2022
Q2 		$2K Hold
25
– – ﹤0.01% 499
2022
Q1 		$2K Hold
25
– – ﹤0.01% 531
2021
Q4 		$2K Buy
+25
New +$2.51K ﹤0.01% 530

Other funds holding CNRG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CNRG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q3 2022, closing a stake of 25 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CNRG in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 86 funds tracked by Wall St. Rank hold CNRG as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 25 State Street SPDR S&P Kensho Clean Power ETF shares in Q3 2022, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2021 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street SPDR S&P Kensho Clean Power ETF position peaked at $2K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.