Patriot Financial Group Insurance Agency’s State Street SPDR S&P China ETF GXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-350	Closed	-$46K	–	2184
2021 Q2	$46K	Hold	350	–	–	0.01%	860
2021 Q1	$46K	Hold	350	–	–	0.01%	800
2020 Q4	$46K	Buy	+350	New	+$44.4K	0.01%	711
2019 Q3	–	Sell	-63	Closed	-$6K	–	1370
2019 Q2	$6K	Sell	63 -2	-3%	-$194	﹤0.01%	898
2019 Q1	$7K	Hold	65	–	–	﹤0.01%	775
2018 Q4	$6K	Hold	65	–	–	﹤0.01%	697
2018 Q3	$6K	Buy	+65	New	+$6.46K	﹤0.01%	706
2018 Q2	–	Sell	-359	Closed	-$39K	–	710
2018 Q1	$39K	Hold	359	–	–	0.03%	355
2017 Q4	$41K	Sell	359 -99	-22%	-$10.6K	0.03%	328
2017 Q3	$48K	Hold	458	–	–	0.04%	264
2017 Q2	$41K	Hold	458	–	–	0.04%	272
2017 Q1	$38K	Hold	458	–	–	0.04%	262
2016 Q4	$35K	Buy	+458	New	+$35K	0.05%	271

Other funds holding GXC

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GXC Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P China ETF (GXC) in Q3 2021, closing a stake of 350 shares — an estimated $46K sold.

Patriot Financial Group Insurance Agency first reported a position in GXC in Q4 2016 and held it in 13 quarters. The position peaked at $48K in Q3 2017. 112 funds tracked by Wall St. Rank hold GXC as of Q3 2021.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P China ETF position as of Q3 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 350 State Street SPDR S&P China ETF shares in Q3 2021, an estimated $46K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P China ETF in Q4 2016 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P China ETF position peaked at $48K in Q3 2017.
112 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.