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Wealthcare Advisory Partners’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-275
Closed -$31K – 791
2021
Q1 		$31K Buy
+275
New +$34.5K ﹤0.01% 1048

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CPA
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Commonwealth Equity Services
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KA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Wealthcare Advisory Partners's CNRG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2021, closing a stake of 275 shares — an estimated $31K sold.

Wealthcare Advisory Partners first reported a position in CNRG in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 67 funds tracked by Wall St. Rank hold CNRG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 275 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2021, an estimated $31K.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's State Street SPDR S&P Kensho Clean Power ETF position peaked at $31K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.