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Centric Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Centric Wealth Management’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
2021
Q1 		– Sell
-24,682
Closed -$1.13M – 222
2020
Q4 		$1.13M Buy
+24,682
New +$1.05M 0.35% 72

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Centric Wealth Management's KBA Position: Q1 2021 in Review

Centric Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q1 2021, closing a stake of 24,682 shares — an estimated $1.13M sold.

Centric Wealth Management first reported a position in KBA in Q4 2020 and held it in 1 quarter. The position peaked at $1.13M in Q4 2020. 81 funds tracked by Wall St. Rank hold KBA as of Q1 2021.

  • Centric Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q1 2021 after selling out during the quarter.
  • Centric Wealth Management sold 24,682 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2021, an estimated $1.13M.
  • Centric Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2020 and held it in 1 quarter.
  • Centric Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $1.13M in Q4 2020.
  • 81 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2021.

Based on Centric Wealth Management's 13F filing for Q1 2021, filed 14 Apr 2021.