Summit Wealth & Retirement Planning’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Summit Wealth & Retirement Planning’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
2022 Q1	–	Sell	-7,545	Closed	-$275K	–	104
2021 Q4	$275K	Buy	+7,545	New	+$347K	0.09%	80
2019 Q3	–	Sell	-5,367	Closed	-$236K	–	126
2019 Q2	$236K	Sell	5,367 -1,500	-22%	-$67.5K	0.14%	121
2019 Q1	$323K	Hold	6,867	–	–	0.19%	104
2018 Q4	$258K	Buy	+6,867	New	+$290K	0.2%	100

Other funds holding KWEB

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

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 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

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

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Wealth & Retirement Planning's KWEB Position: Q1 2022 in Review

Summit Wealth & Retirement Planning sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2022, closing a stake of 7,545 shares — an estimated $275K sold.

Summit Wealth & Retirement Planning first reported a position in KWEB in Q4 2018 and held it in 4 quarters. The position peaked at $323K in Q1 2019. 268 funds tracked by Wall St. Rank hold KWEB as of Q1 2022.

Summit Wealth & Retirement Planning reported no remaining KraneShares CSI China Internet ETF position as of Q1 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 7,545 KraneShares CSI China Internet ETF shares in Q1 2022, an estimated $275K.
Summit Wealth & Retirement Planning first reported a position in KraneShares CSI China Internet ETF in Q4 2018 and held it in 4 quarters.
Summit Wealth & Retirement Planning's KraneShares CSI China Internet ETF position peaked at $323K in Q1 2019.
268 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2022, filed 12 May 2022.