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Atlas Wealth’s Morgan Stanley China A Share Fund CAF Stock Holding History

Atlas Wealth’s Portfolio CAF Stock Details CAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,081
Closed -$128K – 222
2023
Q2 		$128K Sell
10,081
-5,050
-33% -$67.9K 0.02% 186
2023
Q1 		$217K Sell
15,131
-1,148
-7% -$17.3K 0.04% 171
2022
Q4 		$231K Buy
+16,279
New +$219K 0.06% 111

Other funds holding CAF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Atlas Wealth's CAF Position: Q3 2023 in Review

Atlas Wealth sold out of Morgan Stanley China A Share Fund (CAF) in Q3 2023, closing a stake of 10,081 shares — an estimated $128K sold.

Atlas Wealth first reported a position in CAF in Q4 2022 and held it in 3 quarters. The position peaked at $231K in Q4 2022. 30 funds tracked by Wall St. Rank hold CAF as of Q3 2023.

  • Atlas Wealth reported no remaining Morgan Stanley China A Share Fund position as of Q3 2023 after selling out during the quarter.
  • Atlas Wealth sold 10,081 Morgan Stanley China A Share Fund shares in Q3 2023, an estimated $128K.
  • Atlas Wealth first reported a position in Morgan Stanley China A Share Fund in Q4 2022 and held it in 3 quarters.
  • Atlas Wealth's Morgan Stanley China A Share Fund position peaked at $231K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q3 2023.

Based on Atlas Wealth's 13F filing for Q3 2023, filed 7 Nov 2023.