Vishria Bird Financial Group’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Vishria Bird Financial 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
2023 Q1	–	Sell	-11,001	Closed	-$332K	–	57
2022 Q4	$332K	Sell	11,001 -107	-1%	-$2.73K	0.23%	41
2022 Q3	$274K	Sell	11,108 -999	-8%	-$28.6K	0.18%	44
2022 Q2	$397K	Hold	12,107	–	–	0.26%	36
2022 Q1	$345K	Hold	12,107	–	–	0.19%	43
2021 Q4	$442K	Sell	12,107 -95	-0.8%	-$4.37K	0.21%	46
2021 Q3	$577K	Sell	12,202 -36	-0.3%	-$1.89K	0.3%	37
2021 Q2	$854K	Sell	12,238 -124	-1%	-$8.92K	0.42%	35
2021 Q1	$944K	Hold	12,362	–	–	0.52%	31
2020 Q4	$949K	Sell	12,362 -83	-0.7%	-$6.15K	0.54%	28
2020 Q3	$849K	Sell	12,445 -380	-3%	-$25.8K	0.53%	23
2020 Q2	$794K	Sell	12,825 -229	-2%	-$12K	0.62%	18
2020 Q1	$591K	Hold	13,054	–	–	0.62%	23
2019 Q4	$635K	Buy	13,054 +217	+2%	+$9.92K	0.62%	21
2019 Q3	$531K	Buy	12,837 +89	+0.7%	+$3.78K	0.61%	23
2019 Q2	$560K	Buy	12,748 +525	+4%	+$23.6K	0.56%	24
2019 Q1	$576K	Hold	12,223	–	–	0.58%	26
2018 Q4	$458K	Buy	+12,223	New	+$517K	0.51%	27

Other funds holding KWEB

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SCM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vishria Bird Financial Group's KWEB Position: Q1 2023 in Review

Vishria Bird Financial Group sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2023, closing a stake of 11,001 shares — an estimated $332K sold.

Vishria Bird Financial Group first reported a position in KWEB in Q4 2018 and held it in 17 quarters. The position peaked at $949K in Q4 2020. 287 funds tracked by Wall St. Rank hold KWEB as of Q1 2023.

Vishria Bird Financial Group reported no remaining KraneShares CSI China Internet ETF position as of Q1 2023 after selling out during the quarter.
Vishria Bird Financial Group sold 11,001 KraneShares CSI China Internet ETF shares in Q1 2023, an estimated $332K.
Vishria Bird Financial Group first reported a position in KraneShares CSI China Internet ETF in Q4 2018 and held it in 17 quarters.
Vishria Bird Financial Group's KraneShares CSI China Internet ETF position peaked at $949K in Q4 2020.
287 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2023.

Based on Vishria Bird Financial Group's 13F filing for Q1 2023, filed 17 Apr 2023.