PFGIA
CHL

Patriot Financial Group Insurance Agency’s China Mobile Limited CHL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-833
Closed -$1K – 2213
2021
Q1 		$1K Sell
833
-394
-32% -$10.8K ﹤0.01% 1958
2020
Q4 		$35K Buy
1,227
+800
+187% +$24.7K 0.01% 804
2020
Q3 		$14K Hold
427
– – ﹤0.01% 938
2020
Q2 		$14K Sell
427
-90
-17% -$3.33K 0.01% 875
2020
Q1 		$19K Buy
517
+368
+247% +$14.8K 0.01% 684
2019
Q4 		$6K Buy
149
+11
+8% +$444 ﹤0.01% 961
2019
Q3 		$6K Buy
138
+11
+9% +$468 ﹤0.01% 918
2019
Q2 		$6K Buy
127
+26
+26% +$1.21K ﹤0.01% 924
2019
Q1 		$5K Buy
+101
New +$5.27K ﹤0.01% 878

Other funds holding CHL

WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CHL Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of China Mobile Limited (CHL) in Q2 2021, closing a stake of 833 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CHL in Q1 2019 and held it in 9 quarters. The position peaked at $35K in Q4 2020. 5 funds tracked by Wall St. Rank hold CHL as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining China Mobile Limited position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 833 China Mobile Limited shares in Q2 2021, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in China Mobile Limited in Q1 2019 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's China Mobile Limited position peaked at $35K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.