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Transamerica Financial Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Transamerica Financial Advisors’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
2024
Q3 		– Sell
-4
Closed -$1K – 631
2024
Q2 		$1K Hold
4
– – ﹤0.01% 475
2024
Q1 		$1K Sell
4
-11,591
-100% -$292K ﹤0.01% 520
2023
Q4 		$314K Buy
11,595
+1,718
+17% +$46.6K 0.04% 209
2023
Q3 		$271K Buy
+9,877
New +$281K 0.04% 202
2018
Q2 		– Sell
-262
Closed -$17K – 528
2018
Q1 		$17K Buy
+262
New +$16.8K ﹤0.01% 256
2017
Q4 		– Sell
-246
Closed -$14K – 446
2017
Q3 		$14K Buy
+246
New +$13.4K ﹤0.01% 264

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Transamerica Financial Advisors's KWEB Position: Q3 2024 in Review

Transamerica Financial Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2024, closing a stake of 4 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in KWEB in Q3 2017 and held it in 6 quarters. The position peaked at $314K in Q4 2023. 294 funds tracked by Wall St. Rank hold KWEB as of Q3 2024.

  • Transamerica Financial Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q3 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 4 KraneShares CSI China Internet ETF shares in Q3 2024, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in KraneShares CSI China Internet ETF in Q3 2017 and held it in 6 quarters.
  • Transamerica Financial Advisors's KraneShares CSI China Internet ETF position peaked at $314K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2024.

Based on Transamerica Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.