Walled Lake Planning & Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-1,500	Closed	-$71K	–	220
2021 Q3	$71K	Hold	1,500	–	–	0.04%	140
2021 Q2	$105K	Hold	1,500	–	–	0.07%	109
2021 Q1	$115K	Buy	+1,500	New	+$131K	0.08%	101

Other funds holding KWEB

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's KWEB Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2021, closing a stake of 1,500 shares — an estimated $71K sold.

Walled Lake Planning & Wealth Management first reported a position in KWEB in Q1 2021 and held it in 3 quarters. The position peaked at $115K in Q1 2021. 276 funds tracked by Wall St. Rank hold KWEB as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,500 KraneShares CSI China Internet ETF shares in Q4 2021, an estimated $71K.
Walled Lake Planning & Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q1 2021 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's KraneShares CSI China Internet ETF position peaked at $115K in Q1 2021.
276 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.