PFA
KWEB icon

Peak Financial Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Peak Financial 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
2022
Q3 		– Sell
-44,266
Closed -$1.45M – 64
2022
Q2 		$1.45M Buy
+44,266
New +$1.27M 1.44% 24
2021
Q1 		– Sell
-29,741
Closed -$2.28M – 81
2020
Q4 		$2.28M Buy
+29,741
New +$2.2M 1.97% 15

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

Peak Financial Advisors's KWEB Position: Q3 2022 in Review

Peak Financial Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2022, closing a stake of 44,266 shares — an estimated $1.45M sold.

Peak Financial Advisors first reported a position in KWEB in Q4 2020 and held it in 2 quarters. The position peaked at $2.28M in Q4 2020. 263 funds tracked by Wall St. Rank hold KWEB as of Q3 2022.

  • Peak Financial Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 44,266 KraneShares CSI China Internet ETF shares in Q3 2022, an estimated $1.45M.
  • Peak Financial Advisors first reported a position in KraneShares CSI China Internet ETF in Q4 2020 and held it in 2 quarters.
  • Peak Financial Advisors's KraneShares CSI China Internet ETF position peaked at $2.28M in Q4 2020.
  • 263 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.