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Tobias Financial Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Tobias Financial Advisors’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
2023
Q3 		– Sell
-5,384
Closed -$456K – 92
2023
Q2 		$456K Buy
+5,384
New +$445K 0.12% 63

Other funds holding CNRG

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tobias Financial Advisors's CNRG Position: Q3 2023 in Review

Tobias Financial Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q3 2023, closing a stake of 5,384 shares — an estimated $456K sold.

Tobias Financial Advisors first reported a position in CNRG in Q2 2023 and held it in 1 quarter. The position peaked at $456K in Q2 2023. 84 funds tracked by Wall St. Rank hold CNRG as of Q3 2023.

  • Tobias Financial Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q3 2023 after selling out during the quarter.
  • Tobias Financial Advisors sold 5,384 State Street SPDR S&P Kensho Clean Power ETF shares in Q3 2023, an estimated $456K.
  • Tobias Financial Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q2 2023 and held it in 1 quarter.
  • Tobias Financial Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $456K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q3 2023.

Based on Tobias Financial Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.