WealthPLAN Partners’s KraneShares CSI China Internet ETF KWEB Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-496	Closed	-$13.4K	–	759
2023 Q2	$13.4K	Buy	496 +400	+417%	+$11.1K	﹤0.01%	746
2023 Q1	$2.99K	Buy	+96	New	+$3.07K	﹤0.01%	1075

Other funds holding KWEB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

WealthPLAN Partners's KWEB Position: Q3 2023 in Review

WealthPLAN Partners sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2023, closing a stake of 496 shares — an estimated $13.4K sold.

WealthPLAN Partners first reported a position in KWEB in Q1 2023 and held it in 2 quarters. The position peaked at $13.4K in Q2 2023. 282 funds tracked by Wall St. Rank hold KWEB as of Q3 2023.

WealthPLAN Partners reported no remaining KraneShares CSI China Internet ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 496 KraneShares CSI China Internet ETF shares in Q3 2023, an estimated $13.4K.
WealthPLAN Partners first reported a position in KraneShares CSI China Internet ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's KraneShares CSI China Internet ETF position peaked at $13.4K in Q2 2023.
282 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.