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Lehman & Derafelo Financial Resources’s iShares China Large-Cap ETF FXI Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$23K – 206
2021
Q2 		$23K Hold
500
– – 0.01% 173
2021
Q1 		$23K Buy
+500
New +$24.8K 0.01% 173

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Lehman & Derafelo Financial Resources's FXI Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of iShares China Large-Cap ETF (FXI) in Q3 2021, closing a stake of 500 shares — an estimated $23K sold.

Lehman & Derafelo Financial Resources first reported a position in FXI in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 242 funds tracked by Wall St. Rank hold FXI as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining iShares China Large-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 500 iShares China Large-Cap ETF shares in Q3 2021, an estimated $23K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares China Large-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's iShares China Large-Cap ETF position peaked at $23K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.