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Arkadios Wealth Advisors’s Yum China YUMC Stock Holding History

Arkadios Wealth Advisors’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,132
Closed -$65K – 1821
2021
Q3 		$65K Buy
1,132
+335
+42% +$20.6K 0.01% 804
2021
Q2 		$52K Buy
797
+317
+66% +$20.2K 0.01% 910
2021
Q1 		$28K Buy
480
+130
+37% +$7.77K ﹤0.01% 877
2020
Q4 		$20K Sell
350
-92
-21% -$5.17K ﹤0.01% 760
2020
Q3 		$23.7K Sell
442
-28
-6% -$1.48K 0.01% 567
2020
Q2 		$23.8K Sell
470
-30
-6% -$1.42K 0.01% 513
2020
Q1 		$21.3K Buy
500
+116
+30% +$5.17K 0.01% 477
2019
Q4 		$17.3K Buy
+384
New +$17.1K 0.01% 487

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Arkadios Wealth Advisors's YUMC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Yum China (YUMC) in Q4 2021, closing a stake of 1,132 shares — an estimated $65K sold.

Arkadios Wealth Advisors first reported a position in YUMC in Q4 2019 and held it in 8 quarters. The position peaked at $65K in Q3 2021. 760 funds tracked by Wall St. Rank hold YUMC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Yum China position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,132 Yum China shares in Q4 2021, an estimated $65K.
  • Arkadios Wealth Advisors first reported a position in Yum China in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Yum China position peaked at $65K in Q3 2021.
  • 760 funds tracked by Wall St. Rank held Yum China as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.