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Financial Synergies Wealth Advisors’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Financial Synergies Wealth Advisors’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
2022
Q3 		– Sell
-100
Closed -$3.53K – 496
2022
Q2 		$3.53K Buy
+100
New +$3.56K ﹤0.01% 206

Other funds holding KARS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's KARS Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q3 2022, closing a stake of 100 shares — an estimated $3.53K sold.

Financial Synergies Wealth Advisors first reported a position in KARS in Q2 2022 and held it in 1 quarter. The position peaked at $3.53K in Q2 2022. 70 funds tracked by Wall St. Rank hold KARS as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 100 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q3 2022, an estimated $3.53K.
  • Financial Synergies Wealth Advisors first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $3.53K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.