Brendel Financial Advisors’s AIFU Inc AIFU Stock Holding History

Brendel Financial Advisors’s Portfolio AIFU Stock Details AIFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9	Closed	-$51K	–	285
2021 Q2	$51K	Buy	+9	New	+$50.2K	0.03%	174

Other funds holding AIFU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Brendel Financial Advisors's AIFU Position: Q3 2021 in Review

Brendel Financial Advisors sold out of AIFU Inc (AIFU) in Q3 2021, closing a stake of 9 shares — an estimated $51K sold.

Brendel Financial Advisors first reported a position in AIFU in Q2 2021 and held it in 1 quarter. The position peaked at $51K in Q2 2021. 41 funds tracked by Wall St. Rank hold AIFU as of Q3 2021.

Brendel Financial Advisors reported no remaining AIFU Inc position as of Q3 2021 after selling out during the quarter.
Brendel Financial Advisors sold 9 AIFU Inc shares in Q3 2021, an estimated $51K.
Brendel Financial Advisors first reported a position in AIFU Inc in Q2 2021 and held it in 1 quarter.
Brendel Financial Advisors's AIFU Inc position peaked at $51K in Q2 2021.
41 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.