Wilbanks Smith & Thomas Asset Management LLC Spdr S&P Kensho New Economies Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$38.59 - $48.63 $4.4 Million - $5.54 Million	113,921 Added 807.78%	128,024 $4.94 Million
Q2 2022 Aug 03, 2022	SELL	$39.65 - $53.22 $502,087 - $673,924	-12,663 Reduced 47.31%	14,103 $572,000
Q1 2022 May 05, 2022	SELL	$46.39 - $59.58 $2,319 - $2,979	-50 Reduced 0.19%	26,766 $1.24 Million
Q4 2021 Feb 08, 2022	BUY	$56.76 - $68.61 $977,463 - $1.18 Million	17,221 Added 179.48%	26,816 $1.58 Million
Q3 2021 Nov 04, 2021	SELL	$60.6 - $66.49 $5.01 Million - $5.49 Million	-82,629 Reduced 89.6%	9,595 $584,000
Q2 2021 Aug 04, 2021	BUY	$59.57 - $69.47 $5.49 Million - $6.41 Million	92,224 New	92,224 $6.17 Million

Others Institutions Holding KOMP

# of Institutions

133

Shares Held

39M

Call Options Held

300

Put Options Held

6.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$1.82 Billion
3.46% of portfolio
Betterment LLC New York, NY

1.67M
Shares

$89.2 Million
0.2% of portfolio
Strategic Advocates LLC Logan, UT

515K
Shares

$27.5 Million
8.85% of portfolio
Morgan Stanley New York, NY

216K
Shares

$11.5 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

171K
Shares

$9.14 Million
0.02% of portfolio

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