Fulcrum Equity Management’s Loncar China BioPharma ETF CHNA Stock Holding History

Fulcrum Equity Management’s Portfolio CHNA Stock Details CHNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,126	Closed	-$340K	–	213
2021 Q3	$340K	Sell	9,126 -629	-6%	-$25.6K	0.13%	118
2021 Q2	$464K	Buy	+9,755	New	+$413K	0.17%	105
2021 Q1	–	Sell	-10,023	Closed	-$326K	–	216
2020 Q4	$326K	Buy	10,023 +519	+5%	+$15.9K	0.13%	123
2020 Q3	$292K	Buy	+9,504	New	+$301K	0.14%	113

Other funds holding CHNA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Fulcrum Equity Management's CHNA Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Loncar China BioPharma ETF (CHNA) in Q4 2021, closing a stake of 9,126 shares — an estimated $340K sold.

Fulcrum Equity Management first reported a position in CHNA in Q3 2020 and held it in 4 quarters. The position peaked at $464K in Q2 2021. 4 funds tracked by Wall St. Rank hold CHNA as of Q4 2021.

Fulcrum Equity Management reported no remaining Loncar China BioPharma ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 9,126 Loncar China BioPharma ETF shares in Q4 2021, an estimated $340K.
Fulcrum Equity Management first reported a position in Loncar China BioPharma ETF in Q3 2020 and held it in 4 quarters.
Fulcrum Equity Management's Loncar China BioPharma ETF position peaked at $464K in Q2 2021.
4 funds tracked by Wall St. Rank held Loncar China BioPharma ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.