FWM
CHL

FSA Wealth Management’s China Mobile Limited CHL Stock Holding History

FSA Wealth Management’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-800
Closed -$23K – 268
2020
Q4 		$23K Buy
+800
New +$24.7K 0.01% 194
2020
Q3 		– Sell
-800
Closed -$27K – 405
2020
Q2 		$27K Hold
800
– – 0.02% 169
2020
Q1 		$30K Hold
800
– – 0.03% 141
2019
Q4 		$34K Buy
+800
New +$32.3K 0.02% 165

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FSA Wealth Management's CHL Position: Q1 2021 in Review

FSA Wealth Management sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 800 shares — an estimated $23K sold.

FSA Wealth Management first reported a position in CHL in Q4 2019 and held it in 4 quarters. The position peaked at $34K in Q4 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • FSA Wealth Management reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • FSA Wealth Management sold 800 China Mobile Limited shares in Q1 2021, an estimated $23K.
  • FSA Wealth Management first reported a position in China Mobile Limited in Q4 2019 and held it in 4 quarters.
  • FSA Wealth Management's China Mobile Limited position peaked at $34K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.