Strait & Sound Wealth Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Strait & Sound Wealth Management’s Portfolio CHIQ Stock Details CHIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,500	Closed	-$267K	–	129
2023 Q3	$267K	Hold	14,500	–	–	0.23%	100
2023 Q2	$262K	Hold	14,500	–	–	0.26%	87
2023 Q1	$293K	Hold	14,500	–	–	0.29%	82
2022 Q4	$324K	Buy	+14,500	New	+$263K	0.35%	72

Other funds holding CHIQ

OMC

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Strait & Sound Wealth Management's CHIQ Position: Q4 2023 in Review

Strait & Sound Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q4 2023, closing a stake of 14,500 shares — an estimated $267K sold.

Strait & Sound Wealth Management first reported a position in CHIQ in Q4 2022 and held it in 4 quarters. The position peaked at $324K in Q4 2022. 36 funds tracked by Wall St. Rank hold CHIQ as of Q4 2023.

Strait & Sound Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
Strait & Sound Wealth Management sold 14,500 Global X MSCI China Consumer Discretionary ETF shares in Q4 2023, an estimated $267K.
Strait & Sound Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q4 2022 and held it in 4 quarters.
Strait & Sound Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $324K in Q4 2022.
36 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q4 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.