Wealthcare Advisory Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Wealthcare Advisory Partners’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-407	Closed	-$15K	–	1242
2021 Q1	$15K	Buy	+407	New	+$14.3K	﹤0.01%	1318
2020 Q2	–	Sell	-411	Closed	-$10K	–	890
2020 Q1	$10K	Buy	411 +111	+37%	+$3.62K	﹤0.01%	925
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	914
2019 Q3	$11K	Hold	300	–	–	﹤0.01%	895
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	903
2019 Q1	$9K	Buy	+300	New	+$9.18K	﹤0.01%	842

Other funds holding KIE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return