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

BDO Wealth Advisors’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
2022 Q3	–	Sell	-400	Closed	-$7K	–	1031
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	731
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	776
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	753
2021 Q3	$8K	Hold	400	–	–	﹤0.01%	755
2021 Q2	$9K	Hold	400	–	–	﹤0.01%	759
2021 Q1	$9K	Hold	400	–	–	﹤0.01%	743
2020 Q4	$9K	Hold	400	–	–	﹤0.01%	555
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	508
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	522
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	572
2019 Q4	$9K	Hold	400	–	–	﹤0.01%	442
2019 Q3	$8K	Hold	400	–	–	﹤0.01%	465
2019 Q2	$9K	Hold	400	–	–	﹤0.01%	449
2019 Q1	$9K	Hold	400	–	–	﹤0.01%	432
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	433
2018 Q3	$9K	Hold	400	–	–	﹤0.01%	464
2018 Q2	$9K	Buy	+400	New	+$10.2K	﹤0.01%	465

Other funds holding CAF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

BDO Wealth Advisors's CAF Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Morgan Stanley China A Share Fund (CAF) in Q3 2022, closing a stake of 400 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in CAF in Q2 2018 and held it in 17 quarters. The position peaked at $9K in Q2 2021. 27 funds tracked by Wall St. Rank hold CAF as of Q3 2022.

BDO Wealth Advisors reported no remaining Morgan Stanley China A Share Fund position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 400 Morgan Stanley China A Share Fund shares in Q3 2022, an estimated $7K.
BDO Wealth Advisors first reported a position in Morgan Stanley China A Share Fund in Q2 2018 and held it in 17 quarters.
BDO Wealth Advisors's Morgan Stanley China A Share Fund position peaked at $9K in Q2 2021.
27 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.