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TCI Wealth Advisors’s Yum China YUMC Stock Holding History

TCI Wealth Advisors’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-906
Closed -$57.4K – 2293
2023
Q1 		$57.4K Sell
906
-1
-0.1% -$60 0.01% 399
2022
Q4 		$49.6K Sell
907
-19
-2% -$966 0.01% 412
2022
Q3 		$44K Sell
926
-166
-15% -$7.97K 0.01% 402
2022
Q2 		$53K Hold
1,092
– – 0.01% 359
2022
Q1 		$45K Buy
1,092
+166
+18% +$7.82K 0.01% 435
2021
Q4 		$46K Sell
926
-179
-16% -$9.71K 0.01% 434
2021
Q3 		$64K Buy
1,105
+36
+3% +$2.21K 0.01% 367
2021
Q2 		$71K Buy
1,069
+13
+1% +$829 0.01% 330
2021
Q1 		$63K Sell
1,056
-54
-5% -$3.23K 0.03% 312
2020
Q4 		$63K Sell
1,110
-6,798
-86% -$382K 0.03% 300
2020
Q3 		$419K Hold
7,908
– – 0.17% 100
2020
Q2 		$380K Sell
7,908
-4
-0.1% -$189 0.16% 97
2020
Q1 		$337K Sell
7,912
-1
-0% -$45 0.17% 99
2019
Q4 		$380K Sell
7,913
-55
-0.7% -$2.44K 0.15% 111
2019
Q3 		$362K Hold
7,968
– – 0.16% 101
2019
Q2 		$368K Sell
7,968
-155
-2% -$6.73K 0.17% 99
2019
Q1 		$365K Hold
8,123
– – 0.16% 104
2018
Q4 		$272K Sell
8,123
-234
-3% -$8.03K 0.13% 117
2018
Q3 		$293K Sell
8,357
-12
-0.1% -$428 0.12% 122
2018
Q2 		$322K Buy
8,369
+23
+0.3% +$911 0.14% 108
2018
Q1 		$346K Hold
8,346
– – 0.16% 99
2017
Q4 		$334K Buy
8,346
+160
+2% +$6.58K 0.15% 111
2017
Q3 		$327K Hold
8,186
– – 0.16% 101
2017
Q2 		$323K Hold
8,186
– – 0.16% 99
2017
Q1 		$223K Sell
8,186
-1,000
-11% -$26.7K 0.12% 120
2016
Q4 		$240K Buy
+9,186
New +$250K 0.13% 120

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's YUMC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Yum China (YUMC) in Q2 2023, closing a stake of 906 shares — an estimated $57.4K sold.

TCI Wealth Advisors first reported a position in YUMC in Q4 2016 and held it in 26 quarters. The position peaked at $419K in Q3 2020. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 906 Yum China shares in Q2 2023, an estimated $57.4K.
  • TCI Wealth Advisors first reported a position in Yum China in Q4 2016 and held it in 26 quarters.
  • TCI Wealth Advisors's Yum China position peaked at $419K in Q3 2020.
  • 735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.