Carroll Financial Associates’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Carroll Financial Associates’s Portfolio KARS Stock Details KARS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$117K	Hold	2,355	–	–	0.01%	495
2021 Q3	$109K	Hold	2,355	–	–	0.01%	516
2021 Q2	$109K	Hold	2,355	–	–	0.01%	560
2021 Q1	$99K	Hold	2,355	–	–	0.01%	569
2020 Q4	$94K	Hold	2,355	–	–	0.01%	526
2020 Q3	$69K	Hold	2,355	–	–	0.01%	564
2020 Q2	$59K	Hold	2,355	–	–	﹤0.01%	613
2020 Q1	$44K	Hold	2,355	–	–	﹤0.01%	598
2019 Q4	$55K	Hold	2,355	–	–	﹤0.01%	630
2019 Q3	$48K	Buy	2,355 +1,240	+111%	+$25.3K	﹤0.01%	641
2019 Q2	$22K	Sell	1,115 -800	-42%	-$16.4K	﹤0.01%	800
2019 Q1	$39K	Hold	1,915	–	–	﹤0.01%	610
2018 Q4	$34K	Hold	1,915	–	–	﹤0.01%	553
2018 Q3	$42K	Buy	1,915 +1,115	+139%	+$24.7K	﹤0.01%	543
2018 Q2	$17K	Buy	+800	New	+$18.8K	﹤0.01%	727

Other funds holding KARS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Carroll Financial Associates's KARS Position: Q4 2021 in Review

Carroll Financial Associates held its KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) position steady in Q4 2021 at 2,355 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #495.

Carroll Financial Associates first reported a position in KARS in Q2 2018 and has held it in 15 quarters since. 74 funds tracked by Wall St. Rank hold KARS as of Q4 2021.

Carroll Financial Associates held 2,355 shares of KraneShares Electric Vehicles and Future Mobility Index ETF worth $117K as of Q4 2021.
Carroll Financial Associates left its KraneShares Electric Vehicles and Future Mobility Index ETF share count unchanged in Q4 2021.
KraneShares Electric Vehicles and Future Mobility Index ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #495 holding.
Carroll Financial Associates first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q2 2018 and has held it in 15 quarters since.
74 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.