Walled Lake Planning & Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio KBA Stock Details KBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,852	Closed	-$299K	–	70
2022 Q3	$299K	Hold	9,852	–	–	0.21%	54
2022 Q2	$382K	Sell	9,852 -2,000	-17%	-$70.1K	0.26%	45
2022 Q1	$434K	Buy	11,852 +875	+8%	+$34.7K	0.26%	48
2021 Q4	$477K	Hold	10,977	–	–	0.28%	47
2021 Q3	$502K	Hold	10,977	–	–	0.31%	44
2021 Q2	$525K	Hold	10,977	–	–	0.34%	41
2021 Q1	$486K	Buy	10,977 +362	+3%	+$17.2K	0.34%	44
2020 Q4	$487K	Hold	10,615	–	–	0.37%	41
2020 Q3	$419K	Buy	10,615 +2,600	+32%	+$103K	0.34%	41
2020 Q2	$272K	Hold	8,015	–	–	0.23%	48
2020 Q1	$236K	Buy	8,015 +115	+1%	+$3.64K	0.22%	52
2019 Q4	$258K	Buy	+7,900	New	+$247K	0.19%	55

Other funds holding KBA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

OMC

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's KBA Position: Q4 2022 in Review

Walled Lake Planning & Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q4 2022, closing a stake of 9,852 shares — an estimated $299K sold.

Walled Lake Planning & Wealth Management first reported a position in KBA in Q4 2019 and held it in 12 quarters. The position peaked at $525K in Q2 2021. 62 funds tracked by Wall St. Rank hold KBA as of Q4 2022.

Walled Lake Planning & Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q4 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 9,852 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q4 2022, an estimated $299K.
Walled Lake Planning & Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2019 and held it in 12 quarters.
Walled Lake Planning & Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $525K in Q2 2021.
62 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q4 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.