SEC 13F Intelligence

Tmd Wealth Management, LLC / MINV

Tmd Wealth Management, LLC’s Matthews Asia Fds Position

Does Tmd Wealth Management, LLC own Matthews Asia Fds (MINV)? Not currently — the last reported position was 666.2K shares worth $15M in Q3 2023; the fund’s latest 13F (Q2 2024) no longer reports it.

Position Value
$15M
Q3 2023
Shares
666.2K
% of Portfolio
+4.24%
Quarters Held
4
position exited

Position History MINV

Reported value by quarter
Q4 ’22: $14MQ4 ’22Q1 ’23: $15MQ1 ’23Q2 ’23: $15MQ2 ’23Q3 ’23: $15MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023666.2K$15M+4.24%
Q2 2023615.5K$15M+3.81%
Q1 2023601.0K$15M+4.20%
Q4 2022582.5K$14M+6.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tmd Wealth Management, LLC’s full portfolio or all institutional holders of MINV.