Wealthstreet Investment Advisors’s Yum China YUMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-16,793
Closed -$994K 336
2021
Q1
$994K Hold
16,793
0.1% 169
2020
Q4
$959K Hold
16,793
0.1% 168
2020
Q3
$889K Hold
16,793
0.1% 161
2020
Q2
$807K Hold
16,793
0.1% 162
2020
Q1
$716K Sell
16,793
-1,120
-6% -$49.9K 0.11% 152
2019
Q4
$860K Sell
17,913
-100
-0.6% -$4.44K 0.1% 166
2019
Q3
$796K Sell
18,013
-200
-1% -$8.93K 0.1% 165
2019
Q2
$841K Sell
18,213
-270
-1% -$11.7K 0.11% 163
2019
Q1
$830K Sell
18,483
-100
-0.5% -$3.94K 0.11% 159
2018
Q4
$662K Sell
18,583
-2,440
-12% -$83.7K 0.09% 182
2018
Q3
$738K Sell
21,023
-690
-3% -$24.6K 0.09% 195
2018
Q2
$835K Buy
21,713
+282
+1% +$11.2K 0.11% 173
2018
Q1
$889K Buy
21,431
+100
+0.5% +$4.3K 0.11% 165
2017
Q4
$854K Buy
+21,331
New +$878K 0.1% 174

Other funds holding YUMC

Wealthstreet Investment Advisors's YUMC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Yum China (YUMC) in Q2 2021, closing a stake of 16,793 shares — an estimated $994K sold.

Wealthstreet Investment Advisors first reported a position in YUMC in Q4 2017 and held it in 14 quarters. The position peaked at $994K in Q1 2021. 806 funds tracked by Wall St. Rank hold YUMC as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Yum China position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 16,793 Yum China shares in Q2 2021, an estimated $994K.
  • Wealthstreet Investment Advisors first reported a position in Yum China in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Yum China position peaked at $994K in Q1 2021.
  • 806 funds tracked by Wall St. Rank held Yum China as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.