AJ Wealth Strategies’s FinVolution Group FINV Stock Holding History

AJ Wealth Strategies’s Portfolio FINV Stock Details FINV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$191K	Hold	41,523	–	–	0.01%	284
2023 Q1	$173K	Buy	41,523 +1,723	+4%	+$8.72K	0.01%	273
2022 Q4	$197K	Sell	39,800 -2,054	-5%	-$9.65K	0.01%	279
2022 Q3	$179K	Hold	41,854	–	–	0.01%	282
2022 Q2	$199K	Hold	41,854	–	–	0.01%	280
2022 Q1	$166K	Buy	41,854 +8,043	+24%	+$33.4K	0.01%	301
2021 Q4	$167K	Buy	33,811 +5,130	+18%	+$29.9K	0.01%	290
2021 Q3	$162K	Sell	28,681 -699	-2%	-$4.61K	0.01%	277
2021 Q2	$280K	Hold	29,380	–	–	0.02%	236
2021 Q1	$206K	Hold	29,380	–	–	0.01%	247
2020 Q4	$78K	Hold	29,380	–	–	0.01%	236
2020 Q3	$54K	Hold	29,380	–	–	0.01%	221
2020 Q2	$53K	Buy	+29,380	New	+$48.9K	0.01%	204

Other funds holding FINV

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AJ Wealth Strategies's FINV Position: Q2 2023 in Review

AJ Wealth Strategies held its FinVolution Group (FINV) position steady in Q2 2023 at 41,523 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #284.

AJ Wealth Strategies first reported a position in FINV in Q2 2020 and has held it in 13 quarters since. The position peaked at $280K in Q2 2021. 96 funds tracked by Wall St. Rank hold FINV as of Q2 2023.

AJ Wealth Strategies held 41,523 shares of FinVolution Group worth $191K as of Q2 2023.
AJ Wealth Strategies left its FinVolution Group share count unchanged in Q2 2023.
FinVolution Group made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #284 holding.
AJ Wealth Strategies first reported a position in FinVolution Group in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's FinVolution Group position peaked at $280K in Q2 2021.
96 funds tracked by Wall St. Rank held FinVolution Group as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.