TWM
CHIX

Tradition Wealth Management’s Global X MSCI China Financials ETF CHIX Stock Holding History

Tradition Wealth Management’s Portfolio CHIX Stock Details CHIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-190
Closed -$3K – 1127
2020
Q4 		$3K Buy
+190
New +$2.88K ﹤0.01% 926

Other funds holding CHIX

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tradition Wealth Management's CHIX Position: Q1 2021 in Review

Tradition Wealth Management sold out of Global X MSCI China Financials ETF (CHIX) in Q1 2021, closing a stake of 190 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in CHIX in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 22 funds tracked by Wall St. Rank hold CHIX as of Q1 2021.

  • Tradition Wealth Management reported no remaining Global X MSCI China Financials ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 190 Global X MSCI China Financials ETF shares in Q1 2021, an estimated $3K.
  • Tradition Wealth Management first reported a position in Global X MSCI China Financials ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Global X MSCI China Financials ETF position peaked at $3K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.