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CHIE

NewEdge Advisors’s Global X MSCI China Energy ETF CHIE Stock Holding History

NewEdge Advisors’s Portfolio CHIE Stock Details CHIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,232
Closed -$266K – 3665
2023
Q1 		$266K Sell
17,232
-34,864
-67% -$531K ﹤0.01% 1420
2022
Q4 		$741K Buy
52,096
+12,412
+31% +$186K 0.02% 619
2022
Q3 		$601K Buy
39,684
+19,784
+99% +$304K 0.01% 878
2022
Q2 		$293K Buy
+19,900
New +$289K ﹤0.01% 1227

Other funds holding CHIE

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
C
Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's CHIE Position: Q2 2023 in Review

NewEdge Advisors sold out of Global X MSCI China Energy ETF (CHIE) in Q2 2023, closing a stake of 17,232 shares — an estimated $266K sold.

NewEdge Advisors first reported a position in CHIE in Q2 2022 and held it in 4 quarters. The position peaked at $741K in Q4 2022. 5 funds tracked by Wall St. Rank hold CHIE as of Q2 2023.

  • NewEdge Advisors reported no remaining Global X MSCI China Energy ETF position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 17,232 Global X MSCI China Energy ETF shares in Q2 2023, an estimated $266K.
  • NewEdge Advisors first reported a position in Global X MSCI China Energy ETF in Q2 2022 and held it in 4 quarters.
  • NewEdge Advisors's Global X MSCI China Energy ETF position peaked at $741K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Global X MSCI China Energy ETF as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.