Activest Wealth Management’s Lufax Holding LU Stock Holding History

Activest Wealth Management’s Portfolio LU Stock Details LU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,425	Closed	-$112K	–	440
2022 Q4	$112K	Buy	+14,425	New	+$110K	0.03%	122
2021 Q3	–	Sell	-75	Closed	-$3K	–	400
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	284
2021 Q1	$4K	Buy	+75	New	+$4.61K	﹤0.01%	247

Other funds holding LU

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Activest Wealth Management's LU Position: Q1 2023 in Review

Activest Wealth Management sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 14,425 shares — an estimated $112K sold.

Activest Wealth Management first reported a position in LU in Q1 2021 and held it in 3 quarters. The position peaked at $112K in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

Activest Wealth Management reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
Activest Wealth Management sold 14,425 Lufax Holding shares in Q1 2023, an estimated $112K.
Activest Wealth Management first reported a position in Lufax Holding in Q1 2021 and held it in 3 quarters.
Activest Wealth Management's Lufax Holding position peaked at $112K in Q4 2022.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.