OIA
CHIX

Optimum Investment Advisors’s Global X MSCI China Financials ETF CHIX Stock Holding History

Optimum Investment Advisors’s Portfolio CHIX Stock Details CHIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$1K – 859
2022
Q3 		$1K Hold
100
– – ﹤0.01% 798
2022
Q2 		$1K Hold
100
– – ﹤0.01% 820
2022
Q1 		$1K Hold
100
– – ﹤0.01% 823
2021
Q4 		$1K Hold
100
– – ﹤0.01% 822
2021
Q3 		$1K Hold
100
– – ﹤0.01% 825
2021
Q2 		$2K Hold
100
– – ﹤0.01% 876
2021
Q1 		$2K Buy
+100
New +$1.63K ﹤0.01% 879

Other funds holding CHIX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
C
Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return

Optimum Investment Advisors's CHIX Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Global X MSCI China Financials ETF (CHIX) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in CHIX in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2021. 18 funds tracked by Wall St. Rank hold CHIX as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Global X MSCI China Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Global X MSCI China Financials ETF shares in Q4 2022, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Global X MSCI China Financials ETF in Q1 2021 and held it in 7 quarters.
  • Optimum Investment Advisors's Global X MSCI China Financials ETF position peaked at $2K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.