AWM
CHN

Able Wealth Management’s China Fund CHN Stock Holding History

Able Wealth Management’s Portfolio CHN Stock Details CHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,185
Closed -$32.4K – 159
2023
Q4 		$32.4K Buy
+3,185
New +$32.2K 0.03% 164

Other funds holding CHN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Able Wealth Management's CHN Position: Q1 2024 in Review

Able Wealth Management sold out of China Fund (CHN) in Q1 2024, closing a stake of 3,185 shares — an estimated $32.4K sold.

Able Wealth Management first reported a position in CHN in Q4 2023 and held it in 1 quarter. The position peaked at $32.4K in Q4 2023. 21 funds tracked by Wall St. Rank hold CHN as of Q1 2024.

  • Able Wealth Management reported no remaining China Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 3,185 China Fund shares in Q1 2024, an estimated $32.4K.
  • Able Wealth Management first reported a position in China Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's China Fund position peaked at $32.4K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held China Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.