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Carolinas Wealth Consulting’s Kaspi.kz JSC KSPI Stock Holding History

Carolinas Wealth Consulting’s Portfolio KSPI Stock Details KSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-700
Closed -$65K – 521
2025
Q1 		$65K Hold
700
– – 0.01% 314
2024
Q4 		$66.3K Buy
+700
New +$74.9K 0.01% 315

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BFFIM
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Carolinas Wealth Consulting's KSPI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Kaspi.kz JSC (KSPI) in Q2 2025, closing a stake of 700 shares — an estimated $65K sold.

Carolinas Wealth Consulting first reported a position in KSPI in Q4 2024 and held it in 2 quarters. The position peaked at $66.3K in Q4 2024. 162 funds tracked by Wall St. Rank hold KSPI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Kaspi.kz JSC position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 700 Kaspi.kz JSC shares in Q2 2025, an estimated $65K.
  • Carolinas Wealth Consulting first reported a position in Kaspi.kz JSC in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Kaspi.kz JSC position peaked at $66.3K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.