Blue Trust Inc’s OneConnect Financial Technology OCFT Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-559	Closed	-$2K	–	2553
2023 Q4	$2K	Buy	+559	New	+$1.7K	﹤0.01%	2182
2023 Q3	–	Sell	-21	Closed	–	–	2221
2023 Q2	$0	Sell	21 -15	-42%	-$69	﹤0.01%	2372
2023 Q1	$0	Buy	+36	New	+$243	﹤0.01%	2533

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFFS

Stonehage Fleming Financial Services St. Helier, Jersey $2.93B AUM 16.26% 1-Year Est. Return

Blue Trust Inc's OCFT Position: Q1 2024 in Review

Blue Trust Inc sold out of OneConnect Financial Technology (OCFT) in Q1 2024, closing a stake of 559 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in OCFT in Q1 2023 and held it in 3 quarters. The position peaked at $2K in Q4 2023. 17 funds tracked by Wall St. Rank hold OCFT as of Q1 2024.

Blue Trust Inc reported no remaining OneConnect Financial Technology position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 559 OneConnect Financial Technology shares in Q1 2024, an estimated $2K.
Blue Trust Inc first reported a position in OneConnect Financial Technology in Q1 2023 and held it in 3 quarters.
Blue Trust Inc's OneConnect Financial Technology position peaked at $2K in Q4 2023.
17 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.