Axim Planning & Wealth’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Axim Planning & Wealth’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 Q2	–	Sell	-803,745	Closed	-$21.1M	–	29
2024 Q1	$21.1M	Sell	803,745 -158,050	-16%	-$3.98M	17.12%	2
2023 Q4	$26M	Sell	961,795 -101,925	-10%	-$2.76M	23.75%	2
2023 Q3	$29.1M	Sell	1,063,720 -227,055	-18%	-$6.46M	25.72%	2
2023 Q2	$34.8M	Sell	1,290,775 -23,900	-2%	-$665K	31.23%	2
2023 Q1	$41M	Sell	1,314,675 -170,375	-11%	-$5.45M	40.6%	1
2022 Q4	$44.8M	Buy	+1,485,050	New	+$37.9M	46.09%	1

Other funds holding KWEB

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

KFA

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

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

APF

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

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Axim Planning & Wealth's KWEB Position: Q2 2024 in Review

Axim Planning & Wealth sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2024, closing a stake of 803,745 shares — an estimated $21.1M sold.

Axim Planning & Wealth first reported a position in KWEB in Q4 2022 and held it in 6 quarters. The position peaked at $44.8M in Q4 2022. 268 funds tracked by Wall St. Rank hold KWEB as of Q2 2024.

Axim Planning & Wealth reported no remaining KraneShares CSI China Internet ETF position as of Q2 2024 after selling out during the quarter.
Axim Planning & Wealth sold 803,745 KraneShares CSI China Internet ETF shares in Q2 2024, an estimated $21.1M.
Axim Planning & Wealth first reported a position in KraneShares CSI China Internet ETF in Q4 2022 and held it in 6 quarters.
Axim Planning & Wealth's KraneShares CSI China Internet ETF position peaked at $44.8M in Q4 2022.
268 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2024.

Based on Axim Planning & Wealth's 13F filing for Q2 2024, filed 29 Jul 2024.