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Oak Harbor Wealth Partners’s iShares China Large-Cap ETF FXI Stock Holding History

Oak Harbor Wealth Partners’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
2024
Q1 		– Sell
-265
Closed -$6.37K – 231
2023
Q4 		$6.37K Buy
+265
New +$6.71K ﹤0.01% 217

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UBS Group
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Bank of America
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Bank of Nova Scotia
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AL
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OMC
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Oak Harbor Wealth Partners's FXI Position: Q1 2024 in Review

Oak Harbor Wealth Partners sold out of iShares China Large-Cap ETF (FXI) in Q1 2024, closing a stake of 265 shares — an estimated $6.37K sold.

Oak Harbor Wealth Partners first reported a position in FXI in Q4 2023 and held it in 1 quarter. The position peaked at $6.37K in Q4 2023. 267 funds tracked by Wall St. Rank hold FXI as of Q1 2024.

  • Oak Harbor Wealth Partners reported no remaining iShares China Large-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 265 iShares China Large-Cap ETF shares in Q1 2024, an estimated $6.37K.
  • Oak Harbor Wealth Partners first reported a position in iShares China Large-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's iShares China Large-Cap ETF position peaked at $6.37K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.