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Joseph P. Lucia & Associates’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Joseph P. Lucia & Associates’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
-20
Closed -$1K – 287
2022
Q2 		$1K Hold
20
– – ﹤0.01% 413
2022
Q1 		$1K Buy
+20
New +$671 ﹤0.01% 421
2021
Q4 		– Sell
-20
Closed -$1K – 359
2021
Q3 		$1K Sell
20
-4,380
-100% -$230K ﹤0.01% 552
2021
Q2 		$307K Buy
+4,400
New +$317K 0.18% 104

Other funds holding KWEB

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
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

Joseph P. Lucia & Associates's KWEB Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in KWEB in Q2 2021 and held it in 4 quarters. The position peaked at $307K in Q2 2021. 263 funds tracked by Wall St. Rank hold KWEB as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining KraneShares CSI China Internet ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 20 KraneShares CSI China Internet ETF shares in Q3 2022, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in KraneShares CSI China Internet ETF in Q2 2021 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's KraneShares CSI China Internet ETF position peaked at $307K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.