Laidlaw Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Laidlaw Wealth Management’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 Q4	–	Sell	-11,255	Closed	-$308K	–	256
2023 Q3	$308K	Sell	11,255 -1,512	-12%	-$43K	0.1%	199
2023 Q2	$344K	Buy	12,767 +1,172	+10%	+$32.6K	0.07%	247
2023 Q1	$362K	Buy	11,595 +2,868	+33%	+$91.7K	0.07%	240
2022 Q4	$264K	Sell	8,727 -601	-6%	-$15.3K	0.06%	287
2022 Q3	$230K	Sell	9,328 -38	-0.4%	-$1.09K	0.05%	277
2022 Q2	$307K	Buy	+9,366	New	+$269K	0.06%	261

Other funds holding KWEB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Laidlaw Wealth Management's KWEB Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2023, closing a stake of 11,255 shares — an estimated $308K sold.

Laidlaw Wealth Management first reported a position in KWEB in Q2 2022 and held it in 6 quarters. The position peaked at $362K in Q1 2023. 288 funds tracked by Wall St. Rank hold KWEB as of Q4 2023.

Laidlaw Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 11,255 KraneShares CSI China Internet ETF shares in Q4 2023, an estimated $308K.
Laidlaw Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q2 2022 and held it in 6 quarters.
Laidlaw Wealth Management's KraneShares CSI China Internet ETF position peaked at $362K in Q1 2023.
288 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.