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Sykon Capital’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Sykon Capital’s Portfolio XCEM Stock Details XCEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-47,157
Closed -$1.43M – 100
2023
Q4 		$1.43M Buy
47,157
+1,732
+4% +$48.8K 0.57% 45
2023
Q3 		$1.25M Buy
+45,425
New +$1.29M 0.53% 30

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Sykon Capital's XCEM Position: Q1 2024 in Review

Sykon Capital sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2024, closing a stake of 47,157 shares — an estimated $1.43M sold.

Sykon Capital first reported a position in XCEM in Q3 2023 and held it in 2 quarters. The position peaked at $1.43M in Q4 2023. 136 funds tracked by Wall St. Rank hold XCEM as of Q1 2024.

  • Sykon Capital reported no remaining Columbia EM Core ex-China ETF position as of Q1 2024 after selling out during the quarter.
  • Sykon Capital sold 47,157 Columbia EM Core ex-China ETF shares in Q1 2024, an estimated $1.43M.
  • Sykon Capital first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and held it in 2 quarters.
  • Sykon Capital's Columbia EM Core ex-China ETF position peaked at $1.43M in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2024.

Based on Sykon Capital's 13F filing for Q1 2024, filed 8 May 2024.