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Dougherty Wealth Advisers’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Dougherty Wealth Advisers’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
2022
Q4 		– Sell
-31
Closed -$1K – 138
2022
Q3 		$1K Buy
+31
New +$889 ﹤0.01% 130

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dougherty Wealth Advisers's KWEB Position: Q4 2022 in Review

Dougherty Wealth Advisers sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2022, closing a stake of 31 shares — an estimated $1K sold.

Dougherty Wealth Advisers first reported a position in KWEB in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 271 funds tracked by Wall St. Rank hold KWEB as of Q4 2022.

  • Dougherty Wealth Advisers reported no remaining KraneShares CSI China Internet ETF position as of Q4 2022 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 31 KraneShares CSI China Internet ETF shares in Q4 2022, an estimated $1K.
  • Dougherty Wealth Advisers first reported a position in KraneShares CSI China Internet ETF in Q3 2022 and held it in 1 quarter.
  • Dougherty Wealth Advisers's KraneShares CSI China Internet ETF position peaked at $1K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2022, filed 19 Jan 2023.