USCWA
KF

U.S. Capital Wealth Advisors’s Korea Fund KF Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio KF Stock Details KF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-680
Closed -$14.2K – 1107
2022
Q4 		$14.2K Buy
+680
New +$15.1K ﹤0.01% 1192

Other funds holding KF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's KF Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Korea Fund (KF) in Q1 2023, closing a stake of 680 shares — an estimated $14.2K sold.

U.S. Capital Wealth Advisors first reported a position in KF in Q4 2022 and held it in 1 quarter. The position peaked at $14.2K in Q4 2022. 21 funds tracked by Wall St. Rank hold KF as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Korea Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 680 Korea Fund shares in Q1 2023, an estimated $14.2K.
  • U.S. Capital Wealth Advisors first reported a position in Korea Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Korea Fund position peaked at $14.2K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Korea Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.