Financial Synergies Wealth Advisors’s Yum China YUMC Stock Holding History

Financial Synergies 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	-133	Closed	-$5.29K	–	491
2024 Q1	$5.29K	Hold	133	–	–	﹤0.01%	273
2023 Q4	$7.27K	Hold	133	–	–	﹤0.01%	200
2023 Q3	$7.41K	Hold	133	–	–	﹤0.01%	248
2023 Q2	$7.51K	Hold	133	–	–	﹤0.01%	241
2023 Q1	$8.43K	Hold	133	–	–	﹤0.01%	239
2022 Q4	$7.27K	Hold	133	–	–	﹤0.01%	200
2022 Q3	$6.29K	Hold	133	–	–	﹤0.01%	183
2022 Q2	$6.45K	Buy	+133	New	+$5.6K	﹤0.01%	187

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 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

Financial Synergies Wealth Advisors's YUMC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Yum China (YUMC) in Q2 2024, closing a stake of 133 shares — an estimated $5.29K sold.

Financial Synergies Wealth Advisors first reported a position in YUMC in Q2 2022 and held it in 8 quarters. The position peaked at $8.43K in Q1 2023. 629 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 133 Yum China shares in Q2 2024, an estimated $5.29K.
Financial Synergies Wealth Advisors first reported a position in Yum China in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Yum China position peaked at $8.43K in Q1 2023.
629 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.