AWM
CHL

Avior Wealth Management’s China Mobile Limited CHL Stock Holding History

Avior Wealth Management’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-35
Closed – – 1193
2020
Q4 		$0 Hold
35
– – ﹤0.01% 1135
2020
Q3 		$1K Hold
35
– – ﹤0.01% 907
2020
Q2 		$1K Buy
35
+18
+106% +$666 ﹤0.01% 882
2020
Q1 		$0 Sell
17
-13
-43% -$523 ﹤0.01% 944
2019
Q4 		$1K Hold
30
– – ﹤0.01% 777
2019
Q3 		$1K Hold
30
– – ﹤0.01% 766
2019
Q2 		$1K Buy
+30
New +$1.4K ﹤0.01% 834

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Avior Wealth Management's CHL Position: Q1 2021 in Review

Avior Wealth Management sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 35 shares.

Avior Wealth Management first reported a position in CHL in Q2 2019 and held it in 7 quarters. The position peaked at $1K in Q3 2020. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Avior Wealth Management reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 35 China Mobile Limited shares in Q1 2021.
  • Avior Wealth Management first reported a position in China Mobile Limited in Q2 2019 and held it in 7 quarters.
  • Avior Wealth Management's China Mobile Limited position peaked at $1K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.