Perigon Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Perigon Wealth Management’s Portfolio KBA Stock Details KBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,350	Closed	-$394K	–	860
2023 Q3	$394K	Sell	17,350 -507	-3%	-$11.9K	0.02%	506
2023 Q2	$413K	Buy	17,857 +2,451	+16%	+$60.1K	0.02%	511
2023 Q1	$400K	Buy	+15,406	New	+$416K	0.02%	448
2021 Q1	–	Sell	-770	Closed	-$35K	–	786
2020 Q4	$35K	Buy	+770	New	+$32.9K	﹤0.01%	860

Other funds holding KBA

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

OMC

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Perigon Wealth Management's KBA Position: Q4 2023 in Review

Perigon Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q4 2023, closing a stake of 17,350 shares — an estimated $394K sold.

Perigon Wealth Management first reported a position in KBA in Q4 2020 and held it in 4 quarters. The position peaked at $413K in Q2 2023. 36 funds tracked by Wall St. Rank hold KBA as of Q4 2023.

Perigon Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q4 2023 after selling out during the quarter.
Perigon Wealth Management sold 17,350 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q4 2023, an estimated $394K.
Perigon Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2020 and held it in 4 quarters.
Perigon Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $413K in Q2 2023.
36 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q4 2023.

Based on Perigon Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.