AG
AIFU

Advisor Group’s AIFU Inc AIFU Stock Holding History

Advisor Group’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Hold
0
– – – 5220
2019
Q3 		– Sell
-23
Closed -$302K – 5454
2019
Q2 		$302K Sell
23
-9
-28% -$102K ﹤0.01% 1993
2019
Q1 		$332K Buy
32
+1
+3% +$9.88K ﹤0.01% 1890
2018
Q4 		$272K Buy
31
+1
+3% +$10.2K ﹤0.01% 1866
2018
Q3 		$321K Buy
30
+3
+11% +$33.1K ﹤0.01% 1808
2018
Q2 		$303K Buy
27
+12
+80% +$140K ﹤0.01% 1679
2018
Q1 		$167K Buy
15
+10
+200% +$114K ﹤0.01% 2121
2017
Q4 		$44K Buy
5
+1
+25% +$7.46K ﹤0.01% 3171
2017
Q3 		$21K Hold
4
– – ﹤0.01% 3540
2017
Q2 		$15K Sell
4
-2
-33% -$6.95K ﹤0.01% 3698
2017
Q1 		$21K Buy
6
+1
+20% +$3.51K ﹤0.01% 3354
2016
Q4 		$18K Hold
5
– – ﹤0.01% 3286
2016
Q3 		$15K Hold
5
– – ﹤0.01% 3339
2016
Q2 		$14K Buy
+5
New +$14.8K ﹤0.01% 3303

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisor Group's AIFU Position: Q4 2019 in Review

Advisor Group held its AIFU Inc (AIFU) position steady in Q4 2019 at 0 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5220.

Advisor Group first reported a position in AIFU in Q2 2016 and has held it in 13 quarters since. The position peaked at $332K in Q1 2019. 45 funds tracked by Wall St. Rank hold AIFU as of Q4 2019.

  • Advisor Group held 0 shares of AIFU Inc worth $1K as of Q4 2019.
  • Advisor Group left its AIFU Inc share count unchanged in Q4 2019.
  • AIFU Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5220 holding.
  • Advisor Group first reported a position in AIFU Inc in Q2 2016 and has held it in 13 quarters since.
  • Advisor Group's AIFU Inc position peaked at $332K in Q1 2019.
  • 45 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.