Robertson Stephens Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Robertson Stephens Wealth Management’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
2023 Q2	–	Sell	-8,195	Closed	-$256K	–	439
2023 Q1	$256K	Hold	8,195	–	–	0.02%	387
2022 Q4	$247K	Buy	+8,195	New	+$209K	0.02%	364
2020 Q3	–	Sell	-6,925	Closed	-$428K	–	242
2020 Q2	$428K	Sell	6,925 -9,725	-58%	-$508K	0.12%	121
2020 Q1	$754K	Buy	+16,650	New	+$820K	0.26%	81
2019 Q4	–	Sell	-10,520	Closed	-$435K	–	116
2019 Q3	$435K	Buy	+10,520	New	+$446K	0.22%	81

Other funds holding KWEB

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Robertson Stephens Wealth Management's KWEB Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2023, closing a stake of 8,195 shares — an estimated $256K sold.

Robertson Stephens Wealth Management first reported a position in KWEB in Q3 2019 and held it in 5 quarters. The position peaked at $754K in Q1 2020. 257 funds tracked by Wall St. Rank hold KWEB as of Q2 2023.

Robertson Stephens Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q2 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,195 KraneShares CSI China Internet ETF shares in Q2 2023, an estimated $256K.
Robertson Stephens Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q3 2019 and held it in 5 quarters.
Robertson Stephens Wealth Management's KraneShares CSI China Internet ETF position peaked at $754K in Q1 2020.
257 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.