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

YHB Investment 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 Q4	–	Sell	-3,690	Closed	-$249K	–	268
2023 Q3	$249K	Sell	3,690 -300	-8%	-$23.3K	0.02%	247
2023 Q2	$338K	Hold	3,990	–	–	0.03%	218
2023 Q1	$346K	Buy	3,990 +400	+11%	+$34.9K	0.03%	219
2022 Q4	$294K	Hold	3,590	–	–	0.03%	223
2022 Q3	$305K	Buy	3,590 +315	+10%	+$28.8K	0.03%	222
2022 Q2	$255K	Buy	+3,275	New	+$265K	0.03%	242

Other funds holding CNRG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

YHB Investment Advisors's CNRG Position: Q4 2023 in Review

YHB Investment Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q4 2023, closing a stake of 3,690 shares — an estimated $249K sold.

YHB Investment Advisors first reported a position in CNRG in Q2 2022 and held it in 6 quarters. The position peaked at $346K in Q1 2023. 80 funds tracked by Wall St. Rank hold CNRG as of Q4 2023.

YHB Investment Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q4 2023 after selling out during the quarter.
YHB Investment Advisors sold 3,690 State Street SPDR S&P Kensho Clean Power ETF shares in Q4 2023, an estimated $249K.
YHB Investment Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q2 2022 and held it in 6 quarters.
YHB Investment Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $346K in Q1 2023.
80 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.