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WealthPlan Investment Management’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

WealthPlan Investment Management’s Portfolio MEM Stock Details MEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,200
Closed -$203K – 518
2022
Q4 		$203K Buy
+7,200
New +$185K 0.01% 372

Other funds holding MEM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Matthews Emerging Markets Equity Active ETF (MEM) in Q1 2023, closing a stake of 7,200 shares — an estimated $203K sold.

WealthPlan Investment Management first reported a position in MEM in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 13 funds tracked by Wall St. Rank hold MEM as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Matthews Emerging Markets Equity Active ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 7,200 Matthews Emerging Markets Equity Active ETF shares in Q1 2023, an estimated $203K.
  • WealthPlan Investment Management first reported a position in Matthews Emerging Markets Equity Active ETF in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's Matthews Emerging Markets Equity Active ETF position peaked at $203K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q1 2023.

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