Blue Bell Private Wealth Management’s Global X China Biotech Innovation ETF CHB Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CHB Stock Details CHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$3K	–	750
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	577
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	621
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	659
2021 Q4	$4K	Buy	+300	New	+$4.6K	﹤0.01%	594

Other funds holding CHB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Bell Private Wealth Management's CHB Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Global X China Biotech Innovation ETF (CHB) in Q4 2022, closing a stake of 300 shares — an estimated $3K sold.

Blue Bell Private Wealth Management first reported a position in CHB in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 3 funds tracked by Wall St. Rank hold CHB as of Q4 2022.

Blue Bell Private Wealth Management reported no remaining Global X China Biotech Innovation ETF position as of Q4 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 300 Global X China Biotech Innovation ETF shares in Q4 2022, an estimated $3K.
Blue Bell Private Wealth Management first reported a position in Global X China Biotech Innovation ETF in Q4 2021 and held it in 4 quarters.
Blue Bell Private Wealth Management's Global X China Biotech Innovation ETF position peaked at $4K in Q4 2021.
3 funds tracked by Wall St. Rank held Global X China Biotech Innovation ETF as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.