MGWM
ASHS icon

Marks Group Wealth Management’s Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF ASHS Stock Holding History

Marks Group Wealth Management’s Portfolio ASHS Stock Details ASHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,170
Closed -$215K – 271
2021
Q1 		$215K Buy
+6,170
New +$222K 0.03% 234

Other funds holding ASHS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Group Wealth Management's ASHS Position: Q2 2021 in Review

Marks Group Wealth Management sold out of Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF (ASHS) in Q2 2021, closing a stake of 6,170 shares — an estimated $215K sold.

Marks Group Wealth Management first reported a position in ASHS in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 10 funds tracked by Wall St. Rank hold ASHS as of Q2 2021.

  • Marks Group Wealth Management reported no remaining Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 6,170 Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF shares in Q2 2021, an estimated $215K.
  • Marks Group Wealth Management first reported a position in Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF in Q1 2021 and held it in 1 quarter.
  • Marks Group Wealth Management's Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF position peaked at $215K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF as of Q2 2021.

Based on Marks Group Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.