CAPTRUST Financial Advisors
KGHG

CAPTRUST Financial Advisors’s KraneShares Global Carbon Transformation ETF KGHG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KGHG Stock Details KGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$4K – 4459
2022
Q2 		$4K Hold
200
– – ﹤0.01% 4244
2022
Q1 		$5K Buy
+200
New +$5.26K ﹤0.01% 4194

Other funds holding KGHG

KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

CAPTRUST Financial Advisors's KGHG Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of KraneShares Global Carbon Transformation ETF (KGHG) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

CAPTRUST Financial Advisors first reported a position in KGHG in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 4 funds tracked by Wall St. Rank hold KGHG as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining KraneShares Global Carbon Transformation ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 200 KraneShares Global Carbon Transformation ETF shares in Q3 2022, an estimated $4K.
  • CAPTRUST Financial Advisors first reported a position in KraneShares Global Carbon Transformation ETF in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's KraneShares Global Carbon Transformation ETF position peaked at $5K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held KraneShares Global Carbon Transformation ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.