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

WealthSource 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
2021
Q3 		– Sell
-5,104
Closed -$356K – 527
2021
Q2 		$356K Buy
5,104
+2,466
+93% +$177K 0.03% 330
2021
Q1 		$201K Buy
+2,638
New +$231K 0.02% 413
2019
Q2 		– Sell
-13,420
Closed -$632K – 467
2019
Q1 		$632K Buy
+13,420
New +$588K 0.14% 131

Other funds holding KWEB

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

WealthSource Partners's KWEB Position: Q3 2021 in Review

WealthSource Partners sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2021, closing a stake of 5,104 shares — an estimated $356K sold.

WealthSource Partners first reported a position in KWEB in Q1 2019 and held it in 3 quarters. The position peaked at $632K in Q1 2019. 260 funds tracked by Wall St. Rank hold KWEB as of Q3 2021.

  • WealthSource Partners reported no remaining KraneShares CSI China Internet ETF position as of Q3 2021 after selling out during the quarter.
  • WealthSource Partners sold 5,104 KraneShares CSI China Internet ETF shares in Q3 2021, an estimated $356K.
  • WealthSource Partners first reported a position in KraneShares CSI China Internet ETF in Q1 2019 and held it in 3 quarters.
  • WealthSource Partners's KraneShares CSI China Internet ETF position peaked at $632K in Q1 2019.
  • 260 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.