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B. Riley Wealth Advisors’s Yum China YUMC Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-4,000
Closed -$223K – 1622
2024
Q1 		$223K Buy
+4,000
New +$158K 0.01% 1207
2023
Q4 		– Sell
-4,000
Closed -$223K – 1519
2023
Q3 		$223K Sell
4,000
-206
-5% -$11.5K 0.01% 1207
2023
Q2 		$238K Buy
+4,206
New +$254K 0.01% 1257
2022
Q1 		– Sell
-5,821
Closed -$291K – 1519
2021
Q4 		$291K Buy
5,821
+34
+0.6% +$1.84K 0.01% 1092
2021
Q3 		$345K Buy
5,787
+184
+3% +$11.3K 0.01% 970
2021
Q2 		$364K Sell
5,603
-847
-13% -$54K 0.01% 921
2021
Q1 		$380K Buy
6,450
+1,320
+26% +$78.9K 0.01% 869
2020
Q4 		$294K Buy
+5,130
New +$288K 0.02% 764

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

B. Riley Wealth Advisors's YUMC Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Yum China (YUMC) in Q2 2024, closing a stake of 4,000 shares — an estimated $223K sold.

B. Riley Wealth Advisors first reported a position in YUMC in Q4 2020 and held it in 8 quarters. The position peaked at $380K in Q1 2021. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,000 Yum China shares in Q2 2024, an estimated $223K.
  • B. Riley Wealth Advisors first reported a position in Yum China in Q4 2020 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Yum China position peaked at $380K in Q1 2021.
  • 628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.