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Beaumont Financial Advisors’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Beaumont Financial Advisors’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,400
Closed -$357K – 367
2024
Q2 		$357K Hold
16,400
– – 0.03% 250
2024
Q1 		$351K Hold
16,400
– – 0.03% 256
2023
Q4 		$340K Hold
16,400
– – 0.03% 245
2023
Q3 		$373K Hold
16,400
– – 0.04% 217
2023
Q2 		$380K Hold
16,400
– – 0.04% 228
2023
Q1 		$426K Hold
16,400
– – 0.04% 187
2022
Q4 		$418K Hold
16,400
– – 0.04% 193
2022
Q3 		$498K Hold
16,400
– – 0.05% 172
2022
Q2 		$636K Hold
16,400
– – 0.06% 159
2022
Q1 		$601K Hold
16,400
– – 0.05% 189
2021
Q4 		$712K Hold
16,400
– – 0.05% 173
2021
Q3 		$750K Hold
16,400
– – 0.06% 163
2021
Q2 		$785K Hold
16,400
– – 0.06% 165
2021
Q1 		$726K Hold
16,400
– – 0.06% 166
2020
Q4 		$753K Hold
16,400
– – 0.07% 164
2020
Q3 		$647K Hold
16,400
– – 0.06% 175
2020
Q2 		$556K Hold
16,400
– – 0.06% 172
2020
Q1 		$484K Hold
16,400
– – 0.06% 145
2019
Q4 		$535K Buy
+16,400
New +$512K 0.05% 172

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Beaumont Financial Advisors's KBA Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q3 2024, closing a stake of 16,400 shares — an estimated $357K sold.

Beaumont Financial Advisors first reported a position in KBA in Q4 2019 and held it in 19 quarters. The position peaked at $785K in Q2 2021. 36 funds tracked by Wall St. Rank hold KBA as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 16,400 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q3 2024, an estimated $357K.
  • Beaumont Financial Advisors first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2019 and held it in 19 quarters.
  • Beaumont Financial Advisors's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $785K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.