Avitas Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Avitas Wealth Management’s Portfolio KWEB Stock Details KWEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-34,995	Closed	-$946K	–	204
2024 Q2	$946K	Sell	34,995 -1,986	-5%	-$56.9K	0.14%	141
2024 Q1	$971K	Sell	36,981 -366	-1%	-$9.22K	0.15%	143
2023 Q4	$1.01M	Sell	37,347 -253	-0.7%	-$6.86K	0.17%	132
2023 Q3	$1.03M	Buy	+37,600	New	+$1.07M	0.2%	125
2023 Q1	–	Sell	-32,635	Closed	-$986K	–	207
2022 Q4	$986K	Buy	+32,635	New	+$832K	0.21%	115

Other funds holding KWEB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Avitas Wealth Management's KWEB Position: Q3 2024 in Review

Avitas Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2024, closing a stake of 34,995 shares — an estimated $946K sold.

Avitas Wealth Management first reported a position in KWEB in Q4 2022 and held it in 5 quarters. The position peaked at $1.03M in Q3 2023. 294 funds tracked by Wall St. Rank hold KWEB as of Q3 2024.

Avitas Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q3 2024 after selling out during the quarter.
Avitas Wealth Management sold 34,995 KraneShares CSI China Internet ETF shares in Q3 2024, an estimated $946K.
Avitas Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q4 2022 and held it in 5 quarters.
Avitas Wealth Management's KraneShares CSI China Internet ETF position peaked at $1.03M in Q3 2023.
294 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2024.

Based on Avitas Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.