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Avior Wealth Management’s Lufax Holding LU Stock Holding History

Avior 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
2024
Q2 		– Sell
-3,813
Closed -$16.1K – 3088
2024
Q1 		$16.1K Buy
+3,813
New +$10.7K ﹤0.01% 1697

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Avior Wealth Management's LU Position: Q2 2024 in Review

Avior Wealth Management sold out of Lufax Holding (LU) in Q2 2024, closing a stake of 3,813 shares — an estimated $16.1K sold.

Avior Wealth Management first reported a position in LU in Q1 2024 and held it in 1 quarter. The position peaked at $16.1K in Q1 2024. 113 funds tracked by Wall St. Rank hold LU as of Q2 2024.

  • Avior Wealth Management reported no remaining Lufax Holding position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3,813 Lufax Holding shares in Q2 2024, an estimated $16.1K.
  • Avior Wealth Management first reported a position in Lufax Holding in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Lufax Holding position peaked at $16.1K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.