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WIA
Wealthstreet Investment Advisors’s
Yum China
YUMC
Stock Holding History
Wealthstreet Investment Advisors’s Portfolio
YUMC Stock Details
YUMC Fund Activity
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
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1-Year Est. Return
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$648M AUM
6.1%
1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
Loomis, Sayles & Company
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$74.3B AUM
24.01%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
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$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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