WR Wealth Planners’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

WR Wealth Planners’s Portfolio KARS Stock Details KARS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50	Closed	-$1.38K	–	542
2023 Q3	$1.38K	Hold	50	–	–	﹤0.01%	814
2023 Q2	$1.56K	Hold	50	–	–	﹤0.01%	794
2023 Q1	$1.53K	Buy	+50	New	+$1.55K	﹤0.01%	801

Other funds holding KARS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WR Wealth Planners's KARS Position: Q4 2023 in Review

WR Wealth Planners sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q4 2023, closing a stake of 50 shares — an estimated $1.38K sold.

WR Wealth Planners first reported a position in KARS in Q1 2023 and held it in 3 quarters. The position peaked at $1.56K in Q2 2023. 59 funds tracked by Wall St. Rank hold KARS as of Q4 2023.

WR Wealth Planners reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 50 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q4 2023, an estimated $1.38K.
WR Wealth Planners first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q1 2023 and held it in 3 quarters.
WR Wealth Planners's KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $1.56K in Q2 2023.
59 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.