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HHM Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

HHM Wealth Advisors’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
2023
Q3 		– Sell
-20
Closed -$539 – 805
2023
Q2 		$539 Buy
+20
New +$556 ﹤0.01% 771

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

HHM Wealth Advisors's KWEB Position: Q3 2023 in Review

HHM Wealth Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2023, closing a stake of 20 shares — an estimated $539 sold.

HHM Wealth Advisors first reported a position in KWEB in Q2 2023 and held it in 1 quarter. The position peaked at $539 in Q2 2023. 282 funds tracked by Wall St. Rank hold KWEB as of Q3 2023.

  • HHM Wealth Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 20 KraneShares CSI China Internet ETF shares in Q3 2023, an estimated $539.
  • HHM Wealth Advisors first reported a position in KraneShares CSI China Internet ETF in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's KraneShares CSI China Internet ETF position peaked at $539 in Q2 2023.
  • 282 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.