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WJ Wealth Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

WJ Wealth Management’s Portfolio KOMP Stock Details KOMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,900
Closed -$502K – 28
2019
Q4 		$502K Buy
+13,900
New +$477K 1.27% 20

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WJ Wealth Management's KOMP Position: Q1 2020 in Review

WJ Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2020, closing a stake of 13,900 shares — an estimated $502K sold.

WJ Wealth Management first reported a position in KOMP in Q4 2019 and held it in 1 quarter. The position peaked at $502K in Q4 2019. 35 funds tracked by Wall St. Rank hold KOMP as of Q1 2020.

  • WJ Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2020 after selling out during the quarter.
  • WJ Wealth Management sold 13,900 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2020, an estimated $502K.
  • WJ Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2019 and held it in 1 quarter.
  • WJ Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $502K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2020.

Based on WJ Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.