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Simplicity Wealth’s Kaspi.kz JSC KSPI Stock Holding History

Simplicity Wealth’s Portfolio KSPI Stock Details KSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,278
Closed -$552K – 879
2024
Q2 		$552K Buy
4,278
+454
+12% +$55.7K 0.01% 716
2024
Q1 		$492K Buy
+3,824
New +$391K 0.01% 741

Other funds holding KSPI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Simplicity Wealth's KSPI Position: Q3 2024 in Review

Simplicity Wealth sold out of Kaspi.kz JSC (KSPI) in Q3 2024, closing a stake of 4,278 shares — an estimated $552K sold.

Simplicity Wealth first reported a position in KSPI in Q1 2024 and held it in 2 quarters. The position peaked at $552K in Q2 2024. 170 funds tracked by Wall St. Rank hold KSPI as of Q3 2024.

  • Simplicity Wealth reported no remaining Kaspi.kz JSC position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,278 Kaspi.kz JSC shares in Q3 2024, an estimated $552K.
  • Simplicity Wealth first reported a position in Kaspi.kz JSC in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Kaspi.kz JSC position peaked at $552K in Q2 2024.
  • 170 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.