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Matthews Asia Fds shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Matthews Asia Fds (MEMX) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Matthews Asia Fds

Tip: Access up to 7 years of quarterly data

All positions including Matthews Asia Fds held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Matthews Asia Fds by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 137k 29.10
2023-12-31 $3.5M 127k 27.74
2023-09-30 $3.1M 124k 25.45
2023-06-30 $3.1M 115k 26.77
2023-03-31 $2.2M 89k 25.08

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Matthews Asia Fds

Castle Wealth Management
Chicago Partners Investment
Kades & Cheifetz
Jane Street
Frazier Financial Advisors

View all funds holding Matthews Asia Fds