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

Centric 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
Q1 		– Sell
-29,873
Closed -$1.06M – 218
2020
Q4 		$1.06M Buy
+29,873
New +$959K 0.33% 79

Other funds holding CHIQ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 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

Centric Wealth Management's CHIQ Position: Q1 2021 in Review

Centric Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q1 2021, closing a stake of 29,873 shares — an estimated $1.06M sold.

Centric Wealth Management first reported a position in CHIQ in Q4 2020 and held it in 1 quarter. The position peaked at $1.06M in Q4 2020. 83 funds tracked by Wall St. Rank hold CHIQ as of Q1 2021.

  • Centric Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
  • Centric Wealth Management sold 29,873 Global X MSCI China Consumer Discretionary ETF shares in Q1 2021, an estimated $1.06M.
  • Centric Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q4 2020 and held it in 1 quarter.
  • Centric Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $1.06M in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q1 2021.

Based on Centric Wealth Management's 13F filing for Q1 2021, filed 14 Apr 2021.