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Phoenix Wealth Advisors’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-1,524
Closed -$71K – 248
2021
Q3 		$71K Buy
+1,524
New +$72.2K 0.05% 169

Other funds holding KARS

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Phoenix Wealth Advisors's KARS Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q4 2021, closing a stake of 1,524 shares — an estimated $71K sold.

Phoenix Wealth Advisors first reported a position in KARS in Q3 2021 and held it in 1 quarter. The position peaked at $71K in Q3 2021. 74 funds tracked by Wall St. Rank hold KARS as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,524 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q4 2021, an estimated $71K.
  • Phoenix Wealth Advisors first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $71K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.