Patriot Financial Group Insurance Agency’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio KGRN Stock Details KGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-27	Closed	-$1K	–	2192
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	1986
2021 Q1	$1K	Buy	+27	New	+$1.26K	﹤0.01%	1889

Other funds holding KGRN

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

GWM

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KGRN Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q3 2021, closing a stake of 27 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in KGRN in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 28 funds tracked by Wall St. Rank hold KGRN as of Q3 2021.

Patriot Financial Group Insurance Agency reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q3 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 27 KraneShares MSCI China Clean Technology Index ETF shares in Q3 2021, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q1 2021 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's KraneShares MSCI China Clean Technology Index ETF position peaked at $1K in Q2 2021.
28 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.