Carson Wealth (CWM LLC)’s KraneShares China Technology & Semiconductor STAR 50 Index ETF KSTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KSTR Stock Details KSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-478	Closed	-$12K	–	3701
2021 Q4	$12K	Buy	+478	New	+$11.6K	﹤0.01%	2250
2021 Q2	$17K	Hold	612	–	–	﹤0.01%	1869
2021 Q1	$17K	Buy	+612	New	+$14.1K	﹤0.01%	1869

Other funds holding KSTR

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s KSTR Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of KraneShares China Technology & Semiconductor STAR 50 Index ETF (KSTR) in Q1 2022, closing a stake of 478 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in KSTR in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 17 funds tracked by Wall St. Rank hold KSTR as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining KraneShares China Technology & Semiconductor STAR 50 Index ETF position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 478 KraneShares China Technology & Semiconductor STAR 50 Index ETF shares in Q1 2022, an estimated $12K.
Carson Wealth (CWM LLC) first reported a position in KraneShares China Technology & Semiconductor STAR 50 Index ETF in Q1 2021 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s KraneShares China Technology & Semiconductor STAR 50 Index ETF position peaked at $17K in Q2 2021.
17 funds tracked by Wall St. Rank held KraneShares China Technology & Semiconductor STAR 50 Index ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.