| Quarter | Score |
|---|---|
| 2022-Q3 | 41.2 |
| 2022-Q4 | 49.8 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 42.5 |
| 2024-Q1 | 50.0 |
| 2024-Q2 | 46.5 |
| 2024-Q3 | 78.8 |
| 2024-Q4 | 77.8 |
| 2025-Q1 | 58.7 |
| 2025-Q2 | 78.1 |
| 2025-Q3 | 84.1 |
| 2025-Q4 | 79.0 |
| 2026-Q1 | 74.6 |
| 2026-Q2 | 62.2 |
Active institutional exit or low consensus; avoid or liquidate
Trading 25.9% below funds' estimated purchase price
1 of 18 tracked funds hold KWEB. Avg conviction: 0.0%. Net trimming. First tracked at $34.05 (current -25.9% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Reduce |