Financial Perspectives’s China Fund CHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-133
| Closed | -$2.46K | – | 722 |
|
|
2025
Q3 | $2.46K | Hold |
133
| – | – | ﹤0.01% | 627 |
|
|
2025
Q2 | $1.98K | Hold |
133
| – | – | ﹤0.01% | 631 |
|
|
2025
Q1 | $1.71K | Hold |
133
| – | – | ﹤0.01% | 633 |
|
|
2024
Q4 | $1.59K | Hold |
133
| – | – | ﹤0.01% | 641 |
|
|
2024
Q3 | $1.69K | Hold |
133
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $1.35K | Hold |
133
| – | – | ﹤0.01% | 601 |
|
|
2024
Q1 | $1.33K | Hold |
133
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $1.35K | Hold |
133
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $1.41K | Hold |
133
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $1.47K | Hold |
133
| – | – | ﹤0.01% | 603 |
|
|
2023
Q1 | $1.7K | Hold |
133
| – | – | ﹤0.01% | 588 |
|
|
2022
Q4 | $1.72K | Hold |
133
| – | – | ﹤0.01% | 593 |
|
|
2022
Q3 | $1.55K | Hold |
133
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $2.07K | Hold |
133
| – | – | ﹤0.01% | 586 |
|
|
2022
Q1 | $1.96K | Hold |
133
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $2.43K | Hold |
133
| – | – | ﹤0.01% | 566 |
|
|
2021
Q3 | $3.38K | Hold |
133
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $4.06K | Sell |
133
-3,760
| -97% | -$111K | ﹤0.01% | 562 |
|
|
2021
Q1 | $133K | Buy |
3,893
+3,760
| +2,827% | +$118K | 0.01% | 446 |
|
|
2020
Q4 | $3.8K | Hold |
133
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $3.35K | Hold |
133
| – | – | ﹤0.01% | 457 |
|
|
2020
Q2 | $2.97K | Hold |
133
| – | – | ﹤0.01% | 461 |
|
|
2020
Q1 | $2.46K | Hold |
133
| – | – | ﹤0.01% | 443 |
|
|
2019
Q4 | $2.81K | Buy |
+133
| New | +$2.73K | ﹤0.01% | 434 |
|
Financial Perspectives's CHN Position: Q4 2025 in Review
Financial Perspectives sold out of China Fund (CHN) in Q4 2025, closing a stake of 133 shares — an estimated $2.46K sold.
Financial Perspectives first reported a position in CHN in Q4 2019 and held it in 24 quarters. The position peaked at $133K in Q1 2021. 0 funds tracked by Wall St. Rank hold CHN as of Q4 2025.
- Financial Perspectives reported no remaining China Fund position as of Q4 2025 after selling out during the quarter.
- Financial Perspectives sold 133 China Fund shares in Q4 2025, an estimated $2.46K.
- Financial Perspectives first reported a position in China Fund in Q4 2019 and held it in 24 quarters.
- Financial Perspectives's China Fund position peaked at $133K in Q1 2021.
- 0 funds tracked by Wall St. Rank held China Fund as of Q4 2025.
Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.