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Greystone Financial Group’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Greystone Financial Group’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
Q3 		– Sell
-12,789
Closed -$346K – 110
2024
Q2 		$346K Sell
12,789
-579
-4% -$16.6K 0.07% 95
2024
Q1 		$351K Buy
13,368
+2,676
+25% +$67.4K 0.07% 96
2023
Q4 		$289K Buy
10,692
+640
+6% +$17.3K 0.07% 99
2023
Q3 		$275K Buy
+10,052
New +$286K 0.07% 97

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Greystone Financial Group's KWEB Position: Q3 2024 in Review

Greystone Financial Group sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2024, closing a stake of 12,789 shares — an estimated $346K sold.

Greystone Financial Group first reported a position in KWEB in Q3 2023 and held it in 4 quarters. The position peaked at $351K in Q1 2024. 294 funds tracked by Wall St. Rank hold KWEB as of Q3 2024.

  • Greystone Financial Group reported no remaining KraneShares CSI China Internet ETF position as of Q3 2024 after selling out during the quarter.
  • Greystone Financial Group sold 12,789 KraneShares CSI China Internet ETF shares in Q3 2024, an estimated $346K.
  • Greystone Financial Group first reported a position in KraneShares CSI China Internet ETF in Q3 2023 and held it in 4 quarters.
  • Greystone Financial Group's KraneShares CSI China Internet ETF position peaked at $351K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2024.

Based on Greystone Financial Group's 13F filing for Q3 2024, filed 22 Oct 2024.