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Gladstone Institutional Advisory’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-10,323
Closed -$351K – 720
2024
Q3 		$351K Sell
10,323
-4,150
-29% -$112K 0.02% 533
2024
Q2 		$391K Buy
14,473
+1,707
+13% +$48.9K 0.02% 479
2024
Q1 		$335K Buy
12,766
+3,530
+38% +$89K 0.02% 506
2023
Q4 		$249K Sell
9,236
-3,762
-29% -$102K 0.01% 567
2023
Q3 		$356K Sell
12,998
-220
-2% -$6.26K 0.02% 456
2023
Q2 		$356K Buy
13,218
+5,893
+80% +$164K 0.02% 470
2023
Q1 		$228K Buy
+7,325
New +$234K 0.01% 587
2022
Q3 		– Sell
-7,317
Closed -$240K – 656
2022
Q2 		$240K Buy
+7,317
New +$210K 0.02% 558

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECM
Eisler Capital Management London, United Kingdom $22.6B AUM 9.36% 1-Year Est. Return

Gladstone Institutional Advisory's KWEB Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2024, closing a stake of 10,323 shares — an estimated $351K sold.

Gladstone Institutional Advisory first reported a position in KWEB in Q2 2022 and held it in 8 quarters. The position peaked at $391K in Q2 2024. 267 funds tracked by Wall St. Rank hold KWEB as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining KraneShares CSI China Internet ETF position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,323 KraneShares CSI China Internet ETF shares in Q4 2024, an estimated $351K.
  • Gladstone Institutional Advisory first reported a position in KraneShares CSI China Internet ETF in Q2 2022 and held it in 8 quarters.
  • Gladstone Institutional Advisory's KraneShares CSI China Internet ETF position peaked at $391K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.