AF
CHN

Allworth Financial’s China Fund CHN Stock Holding History

Allworth Financial’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
2022
Q4 		– Sell
-301
Closed -$4K – 3038
2022
Q3 		$4K Hold
301
– – ﹤0.01% 1922
2022
Q2 		$5K Hold
301
– – ﹤0.01% 1740
2022
Q1 		$4K Hold
301
– – ﹤0.01% 1660
2021
Q4 		$6K Sell
301
-94
-24% -$2.39K ﹤0.01% 1512
2021
Q3 		$10K Buy
+395
New +$10.9K ﹤0.01% 1332

Other funds holding CHN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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
TL
Tradewinds LLC Raleigh, North Carolina $310M AUM 22.31% 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
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Allworth Financial's CHN Position: Q4 2022 in Review

Allworth Financial sold out of China Fund (CHN) in Q4 2022, closing a stake of 301 shares — an estimated $4K sold.

Allworth Financial first reported a position in CHN in Q3 2021 and held it in 5 quarters. The position peaked at $10K in Q3 2021. 24 funds tracked by Wall St. Rank hold CHN as of Q4 2022.

  • Allworth Financial reported no remaining China Fund position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 301 China Fund shares in Q4 2022, an estimated $4K.
  • Allworth Financial first reported a position in China Fund in Q3 2021 and held it in 5 quarters.
  • Allworth Financial's China Fund position peaked at $10K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held China Fund as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.