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Capasso Planning Partners’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-29,765
Closed -$772K – 129
2024
Q3 		$772K Buy
+29,765
New +$646K 0.23% 72

Other funds holding KBA

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capasso Planning Partners's KBA Position: Q4 2024 in Review

Capasso Planning Partners sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q4 2024, closing a stake of 29,765 shares — an estimated $772K sold.

Capasso Planning Partners first reported a position in KBA in Q3 2024 and held it in 1 quarter. The position peaked at $772K in Q3 2024. 42 funds tracked by Wall St. Rank hold KBA as of Q4 2024.

  • Capasso Planning Partners reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 29,765 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q4 2024, an estimated $772K.
  • Capasso Planning Partners first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q3 2024 and held it in 1 quarter.
  • Capasso Planning Partners's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $772K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.