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WealthPlan Investment Management’s Matthews China Active ETF MCH Stock Holding History

WealthPlan Investment Management’s Portfolio MCH Stock Details MCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-123,497
Closed -$3.27M – 516
2022
Q4 		$3.27M Buy
+123,497
New +$2.68M 0.23% 91

Other funds holding MCH

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RWS
Resolute Wealth Strategies Jackson, Mississippi $232M AUM 24.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPlan Investment Management's MCH Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Matthews China Active ETF (MCH) in Q1 2023, closing a stake of 123,497 shares — an estimated $3.27M sold.

WealthPlan Investment Management first reported a position in MCH in Q4 2022 and held it in 1 quarter. The position peaked at $3.27M in Q4 2022. 11 funds tracked by Wall St. Rank hold MCH as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Matthews China Active ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 123,497 Matthews China Active ETF shares in Q1 2023, an estimated $3.27M.
  • WealthPlan Investment Management first reported a position in Matthews China Active ETF in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's Matthews China Active ETF position peaked at $3.27M in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.