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Avitas Wealth Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Avitas Wealth Management’s Portfolio CHIQ Stock Details CHIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,931
Closed -$422K – 197
2021
Q2 		$422K Buy
11,931
+2,515
+27% +$84.1K 0.08% 182
2021
Q1 		$315K Buy
9,416
+20
+0.2% +$757 0.06% 198
2020
Q4 		$334K Buy
+9,396
New +$302K 0.07% 196

Other funds holding CHIQ

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Avitas Wealth Management's CHIQ Position: Q3 2021 in Review

Avitas Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q3 2021, closing a stake of 11,931 shares — an estimated $422K sold.

Avitas Wealth Management first reported a position in CHIQ in Q4 2020 and held it in 3 quarters. The position peaked at $422K in Q2 2021. 59 funds tracked by Wall St. Rank hold CHIQ as of Q3 2021.

  • Avitas Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 11,931 Global X MSCI China Consumer Discretionary ETF shares in Q3 2021, an estimated $422K.
  • Avitas Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q4 2020 and held it in 3 quarters.
  • Avitas Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $422K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q3 2021.

Based on Avitas Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.