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

Spire 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
2021
Q4 		– Sell
-116
Closed -$5K – 2963
2021
Q3 		$5K Buy
+116
New +$5.33K ﹤0.01% 2280

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YAVAPFMC
Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $53.8M AUM 56.52% 1-Year Est. Return

Spire Wealth Management's KBA Position: Q4 2021 in Review

Spire Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q4 2021, closing a stake of 116 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in KBA in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 83 funds tracked by Wall St. Rank hold KBA as of Q4 2021.

  • Spire Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 116 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q4 2021, an estimated $5K.
  • Spire Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q3 2021 and held it in 1 quarter.
  • Spire Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $5K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.