BFA
KWEB icon

Beaumont Financial Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Beaumont Financial Advisors’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
2021
Q3 		– Sell
-4,157
Closed -$290K – 377
2021
Q2 		$290K Sell
4,157
-110
-3% -$7.92K 0.02% 294
2021
Q1 		$326K Sell
4,267
-300
-7% -$26.3K 0.03% 258
2020
Q4 		$351K Sell
4,567
-290
-6% -$21.5K 0.03% 242
2020
Q3 		$331K Sell
4,857
-164
-3% -$11.1K 0.03% 250
2020
Q2 		$311K Hold
5,021
– – 0.03% 229
2020
Q1 		$227K Buy
5,021
+2
+0% +$98 0.03% 214
2019
Q4 		$244K Sell
5,019
-829
-14% -$37.9K 0.02% 251
2019
Q3 		$242K Sell
5,848
-710
-11% -$30.1K 0.02% 239
2019
Q2 		$288K Buy
6,558
+855
+15% +$38.5K 0.03% 200
2019
Q1 		$269K Sell
5,703
-86
-1% -$3.77K 0.03% 196
2018
Q4 		$217K Sell
5,789
-3,134
-35% -$133K 0.04% 180
2018
Q3 		$436K Sell
8,923
-99,283
-92% -$5.27M 0.04% 158
2018
Q2 		$6.45M Buy
108,206
+98,467
+1,011% +$6.03M 0.68% 42
2018
Q1 		$598K Buy
+9,739
New +$625K 0.07% 119

Other funds holding KWEB

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Beaumont Financial Advisors's KWEB Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2021, closing a stake of 4,157 shares — an estimated $290K sold.

Beaumont Financial Advisors first reported a position in KWEB in Q1 2018 and held it in 14 quarters. The position peaked at $6.45M in Q2 2018. 260 funds tracked by Wall St. Rank hold KWEB as of Q3 2021.

  • Beaumont Financial Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q3 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,157 KraneShares CSI China Internet ETF shares in Q3 2021, an estimated $290K.
  • Beaumont Financial Advisors first reported a position in KraneShares CSI China Internet ETF in Q1 2018 and held it in 14 quarters.
  • Beaumont Financial Advisors's KraneShares CSI China Internet ETF position peaked at $6.45M in Q2 2018.
  • 260 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.