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KRANESHARES California Global shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of KRANESHARES California Global (KCCA) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in KRANESHARES California Global

Tip: Access up to 7 years of quarterly data

All positions including KRANESHARES California Global held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in KRANESHARES California Global by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $43M 1.5M 28.65
2023-12-31 $41M 1.4M 30.15
2023-09-30 $38M 1.3M 28.47
2023-06-30 $35M 1.4M 25.42
2023-03-31 $38M 1.6M 23.84
2022-12-31 $38M 1.6M 23.23
2022-09-30 $38M 1.7M 22.02
2022-06-30 $27M 1.0M 25.99
2021-12-31 $16M 567k 28.24

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

Top funds holding KRANESHARES California Global

Jordan Park Group
Summit Trail Advisors
Palo Alto Wealth Advisors
Global Endowment Management
Clayton Partners
Battery Global Advisors
Clarity Capital Partners
Pekin, Singer Strauss Asset Management
Nkcfo
Lane Generational
Picton Mahoney Asset Management
Jpmorgan Chase & Co
Twin Focus Capital Partners
UBS Group
Impact Partnership Wealth

View all funds holding KRANESHARES California Global