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Avior Wealth Management’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Avior Wealth Management’s Portfolio KGRN Stock Details KGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-858
Closed -$42K – 1123
2021
Q2 		$42K Hold
858
– – ﹤0.01% 545
2021
Q1 		$35K Buy
+858
New +$40.2K ﹤0.01% 555

Other funds holding KGRN

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Avior Wealth Management's KGRN Position: Q3 2021 in Review

Avior Wealth Management sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q3 2021, closing a stake of 858 shares — an estimated $42K sold.

Avior Wealth Management first reported a position in KGRN in Q1 2021 and held it in 2 quarters. The position peaked at $42K in Q2 2021. 28 funds tracked by Wall St. Rank hold KGRN as of Q3 2021.

  • Avior Wealth Management reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q3 2021 after selling out during the quarter.
  • Avior Wealth Management sold 858 KraneShares MSCI China Clean Technology Index ETF shares in Q3 2021, an estimated $42K.
  • Avior Wealth Management first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q1 2021 and held it in 2 quarters.
  • Avior Wealth Management's KraneShares MSCI China Clean Technology Index ETF position peaked at $42K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q3 2021.

Based on Avior Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.