High Net Worth Advisory Group’s Yum China YUMC Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-607	Closed	-$33.2K	–	596
2022 Q4	$33.2K	Buy	607 +1	+0.2%	+$51	0.01%	381
2022 Q3	$29K	Hold	606	–	–	0.01%	409
2022 Q2	$29K	Buy	606 +1	+0.2%	+$42	0.01%	401
2022 Q1	$25K	Hold	605	–	–	0.01%	427
2021 Q4	$30K	Buy	+605	New	+$32.8K	0.01%	407

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

High Net Worth Advisory Group's YUMC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Yum China (YUMC) in Q1 2023, closing a stake of 607 shares — an estimated $33.2K sold.

High Net Worth Advisory Group first reported a position in YUMC in Q4 2021 and held it in 5 quarters. The position peaked at $33.2K in Q4 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

High Net Worth Advisory Group reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 607 Yum China shares in Q1 2023, an estimated $33.2K.
High Net Worth Advisory Group first reported a position in Yum China in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Yum China position peaked at $33.2K in Q4 2022.
744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.