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Strategic Wealth Management Group’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Strategic Wealth Management Group’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
2020
Q4 		– Sell
-3,247
Closed -$221K – 131
2020
Q3 		$221K Buy
+3,247
New +$220K 0.11% 104

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Strategic Wealth Management Group's KWEB Position: Q4 2020 in Review

Strategic Wealth Management Group sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2020, closing a stake of 3,247 shares — an estimated $221K sold.

Strategic Wealth Management Group first reported a position in KWEB in Q3 2020 and held it in 1 quarter. The position peaked at $221K in Q3 2020. 235 funds tracked by Wall St. Rank hold KWEB as of Q4 2020.

  • Strategic Wealth Management Group reported no remaining KraneShares CSI China Internet ETF position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 3,247 KraneShares CSI China Internet ETF shares in Q4 2020, an estimated $221K.
  • Strategic Wealth Management Group first reported a position in KraneShares CSI China Internet ETF in Q3 2020 and held it in 1 quarter.
  • Strategic Wealth Management Group's KraneShares CSI China Internet ETF position peaked at $221K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2020.

Based on Strategic Wealth Management Group's 13F filing for Q4 2020, filed 21 Jan 2021.