Patriot Financial Group Insurance Agency’s iShares MSCI China A ETF CNYA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CNYA Stock Details CNYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,036	Closed	-$116K	–	692
2022 Q2	$116K	Hold	3,036	–	–	0.02%	507
2022 Q1	$112K	Hold	3,036	–	–	0.02%	554
2021 Q4	$132K	Sell	3,036 -101	-3%	-$4.38K	0.02%	566
2021 Q3	$133K	Hold	3,137	–	–	0.02%	560
2021 Q2	$139K	Buy	3,137 +2,859	+1,028%	+$123K	0.03%	530
2021 Q1	$11K	Buy	+278	New	+$12.3K	﹤0.01%	1315

Other funds holding CNYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CNYA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI China A ETF (CNYA) in Q3 2022, closing a stake of 3,036 shares — an estimated $116K sold.

Patriot Financial Group Insurance Agency first reported a position in CNYA in Q1 2021 and held it in 6 quarters. The position peaked at $139K in Q2 2021. 54 funds tracked by Wall St. Rank hold CNYA as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI China A ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,036 iShares MSCI China A ETF shares in Q3 2022, an estimated $116K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI China A ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI China A ETF position peaked at $139K in Q2 2021.
54 funds tracked by Wall St. Rank held iShares MSCI China A ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.