Wealth Dimensions Group’s Scienture Holdings SCNX Stock Holding History

Wealth Dimensions Group’s Portfolio SCNX Stock Details SCNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,065	Closed	-$9.14K	–	141
2023 Q1	$9.14K	Hold	2,065	–	–	﹤0.01%	133
2022 Q4	$12.5K	Hold	2,065	–	–	0.01%	129
2022 Q3	$35K	Hold	2,065	–	–	0.02%	120
2022 Q2	$50K	Buy	+2,065	New	+$52.1K	0.02%	127

Other funds holding SCNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Dimensions Group's SCNX Position: Q2 2023 in Review

Wealth Dimensions Group sold out of Scienture Holdings (SCNX) in Q2 2023, closing a stake of 2,065 shares — an estimated $9.14K sold.

Wealth Dimensions Group first reported a position in SCNX in Q2 2022 and held it in 4 quarters. The position peaked at $50K in Q2 2022. 8 funds tracked by Wall St. Rank hold SCNX as of Q2 2023.

Wealth Dimensions Group reported no remaining Scienture Holdings position as of Q2 2023 after selling out during the quarter.
Wealth Dimensions Group sold 2,065 Scienture Holdings shares in Q2 2023, an estimated $9.14K.
Wealth Dimensions Group first reported a position in Scienture Holdings in Q2 2022 and held it in 4 quarters.
Wealth Dimensions Group's Scienture Holdings position peaked at $50K in Q2 2022.
8 funds tracked by Wall St. Rank held Scienture Holdings as of Q2 2023.

Based on Wealth Dimensions Group's 13F filing for Q2 2023, filed 14 Aug 2023.