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WealthPLAN Partners’s Matthews China Active ETF MCH Stock Holding History

WealthPLAN Partners’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
2024
Q1 		– Sell
-143,256
Closed -$2.73M – 332
2023
Q4 		$2.73M Sell
143,256
-3,430
-2% -$66.9K 0.28% 97
2023
Q3 		$3.01M Buy
146,686
+4,985
+4% +$107K 0.35% 80
2023
Q2 		$2.96M Buy
141,701
+17,614
+14% +$388K 0.42% 67
2023
Q1 		$2.99M Buy
124,087
+590
+0.5% +$15K 0.34% 78
2022
Q4 		$3.24M Buy
+123,497
New +$2.68M 0.23% 89

Other funds holding MCH

KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPLAN Partners's MCH Position: Q1 2024 in Review

WealthPLAN Partners sold out of Matthews China Active ETF (MCH) in Q1 2024, closing a stake of 143,256 shares — an estimated $2.73M sold.

WealthPLAN Partners first reported a position in MCH in Q4 2022 and held it in 5 quarters. The position peaked at $3.24M in Q4 2022. 12 funds tracked by Wall St. Rank hold MCH as of Q1 2024.

  • WealthPLAN Partners reported no remaining Matthews China Active ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 143,256 Matthews China Active ETF shares in Q1 2024, an estimated $2.73M.
  • WealthPLAN Partners first reported a position in Matthews China Active ETF in Q4 2022 and held it in 5 quarters.
  • WealthPLAN Partners's Matthews China Active ETF position peaked at $3.24M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.