Bank of America
OCFT

Bank of America’s OneConnect Financial Technology OCFT Stock Holding History

Bank of America’s Portfolio OCFT Stock Details OCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$1.4K – 8340
2024
Q3 		$1.4K Buy
500
+304
+155% +$455 ﹤0.01% 7184
2024
Q2 		$310 Sell
196
-163
-45% -$326 ﹤0.01% 7460
2024
Q1 		$797 Buy
359
+230
+178% +$560 ﹤0.01% 7233
2023
Q4 		$417 Hold
129
– – ﹤0.01% 7304
2023
Q3 		$404 Sell
129
-50
-28% -$177 ﹤0.01% 7337
2023
Q2 		$591 Hold
179
– – ﹤0.01% 7301
2023
Q1 		$952 Sell
179
-2,522
-93% -$17K ﹤0.01% 7312
2022
Q4 		$14.3K Sell
2,701
-10,077
-79% -$69.2K ﹤0.01% 6837
2022
Q3 		$92K Sell
12,778
-6,141
-32% -$80.7K ﹤0.01% 6385
2022
Q2 		$323K Sell
18,919
-2,938
-13% -$41.6K ﹤0.01% 5745
2022
Q1 		$308K Buy
21,857
+4,527
+26% +$79.8K ﹤0.01% 6171
2021
Q4 		$427K Sell
17,330
-5,855
-25% -$174K ﹤0.01% 6012
2021
Q3 		$951K Buy
23,185
+9,392
+68% +$595K ﹤0.01% 5135
2021
Q2 		$1.66M Buy
13,793
+12,198
+765% +$1.75M ﹤0.01% 4482
2021
Q1 		$236K Sell
1,595
-1,487
-48% -$284K ﹤0.01% 5915
2020
Q4 		$608K Buy
3,082
+1,601
+108% +$337K ﹤0.01% 4872
2020
Q3 		$315K Buy
1,481
+707
+91% +$153K ﹤0.01% 5025
2020
Q2 		$141K Sell
774
-15
-2% -$2.01K ﹤0.01% 5478
2020
Q1 		$80K Buy
+789
New +$97.5K ﹤0.01% 5639

Other funds holding OCFT

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America's OCFT Position: Q4 2024 in Review

Bank of America sold out of OneConnect Financial Technology (OCFT) in Q4 2024, closing a stake of 500 shares — an estimated $1.4K sold.

Bank of America first reported a position in OCFT in Q1 2020 and held it in 19 quarters. The position peaked at $1.66M in Q2 2021. 15 funds tracked by Wall St. Rank hold OCFT as of Q4 2024.

  • Bank of America reported no remaining OneConnect Financial Technology position as of Q4 2024 after selling out during the quarter.
  • Bank of America sold 500 OneConnect Financial Technology shares in Q4 2024, an estimated $1.4K.
  • Bank of America first reported a position in OneConnect Financial Technology in Q1 2020 and held it in 19 quarters.
  • Bank of America's OneConnect Financial Technology position peaked at $1.66M in Q2 2021.
  • 15 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q4 2024.

Based on Bank of America's 13F filing for Q4 2024, filed 14 Feb 2025.