Mascoma Wealth Management’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Mascoma Wealth Management’s Portfolio KARS Stock Details KARS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-47	Closed	-$1.29K	–	490
2023 Q3	$1.29K	Hold	47	–	–	﹤0.01%	475
2023 Q2	$1.5K	Hold	47	–	–	﹤0.01%	454
2023 Q1	$1.36K	Hold	47	–	–	﹤0.01%	555
2022 Q4	$1.32K	Sell	47 -95	-67%	-$2.95K	﹤0.01%	577
2022 Q3	$4K	Buy	142 +47	+49%	+$1.69K	﹤0.01%	504
2022 Q2	$3K	Buy	+95	New	+$3.38K	﹤0.01%	548

Other funds holding KARS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mascoma Wealth Management's KARS Position: Q4 2023 in Review

Mascoma Wealth Management sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q4 2023, closing a stake of 47 shares — an estimated $1.29K sold.

Mascoma Wealth Management first reported a position in KARS in Q2 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 59 funds tracked by Wall St. Rank hold KARS as of Q4 2023.

Mascoma Wealth Management reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 47 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q4 2023, an estimated $1.29K.
Mascoma Wealth Management first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q2 2022 and held it in 6 quarters.
Mascoma Wealth Management's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $4K in Q3 2022.
59 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.