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Guardian Wealth Advisors (North Carolina)’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-113
Closed -$4K – 359
2022
Q2 		$4K Buy
+113
New +$3.25K ﹤0.01% 322

Other funds holding KWEB

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Guardian Wealth Advisors (North Carolina)'s KWEB Position: Q3 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2022, closing a stake of 113 shares — an estimated $4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KWEB in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 263 funds tracked by Wall St. Rank hold KWEB as of Q3 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining KraneShares CSI China Internet ETF position as of Q3 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 113 KraneShares CSI China Internet ETF shares in Q3 2022, an estimated $4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in KraneShares CSI China Internet ETF in Q2 2022 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s KraneShares CSI China Internet ETF position peaked at $4K in Q2 2022.
  • 263 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.