Congress Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Congress Wealth Management’s Portfolio KWEB Stock Details KWEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-24,160	Closed	-$652K	–	614
2023 Q4	$652K	Buy	24,160 +452	+2%	+$12.2K	0.01%	433
2023 Q3	$649K	Buy	+23,708	New	+$674K	0.01%	420

Other funds holding KWEB

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

KFA

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Congress Wealth Management's KWEB Position: Q1 2024 in Review

Congress Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2024, closing a stake of 24,160 shares — an estimated $652K sold.

Congress Wealth Management first reported a position in KWEB in Q3 2023 and held it in 2 quarters. The position peaked at $652K in Q4 2023. 262 funds tracked by Wall St. Rank hold KWEB as of Q1 2024.

Congress Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q1 2024 after selling out during the quarter.
Congress Wealth Management sold 24,160 KraneShares CSI China Internet ETF shares in Q1 2024, an estimated $652K.
Congress Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q3 2023 and held it in 2 quarters.
Congress Wealth Management's KraneShares CSI China Internet ETF position peaked at $652K in Q4 2023.
262 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.