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American Portfolios Advisors’s Lufax Holding LU Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$3.81K Hold
375
– – ﹤0.01% 2931
2022
Q2 		$9K Sell
375
-125
-25% -$2.9K ﹤0.01% 2606
2022
Q1 		$11.1K Sell
500
-325
-39% -$7.16K ﹤0.01% 2643
2021
Q4 		$18.6K Sell
825
-569
-41% -$14.9K ﹤0.01% 2360
2021
Q3 		$38.9K Sell
1,394
-125
-8% -$4.15K ﹤0.01% 1913
2021
Q2 		$68.6K Buy
1,519
+13
+0.9% +$655 ﹤0.01% 1570
2021
Q1 		$87.5K Buy
+1,506
New +$92.5K ﹤0.01% 1374

Other funds holding LU

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Portfolios Advisors's LU Position: Q3 2022 in Review

American Portfolios Advisors held its Lufax Holding (LU) position steady in Q3 2022 at 375 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

American Portfolios Advisors first reported a position in LU in Q1 2021 and has held it in 7 quarters since. The position peaked at $87.5K in Q1 2021. 155 funds tracked by Wall St. Rank hold LU as of Q3 2022.

  • American Portfolios Advisors held 375 shares of Lufax Holding worth $3.81K as of Q3 2022.
  • American Portfolios Advisors left its Lufax Holding share count unchanged in Q3 2022.
  • Lufax Holding made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2931 holding.
  • American Portfolios Advisors first reported a position in Lufax Holding in Q1 2021 and has held it in 7 quarters since.
  • American Portfolios Advisors's Lufax Holding position peaked at $87.5K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.