Certified Advisory Corp’s AIFU Inc AIFU Stock Holding History

Certified Advisory Corp’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
2020 Q1	–	Sell	-2	Closed	-$16K	–	845
2019 Q4	$16K	Buy	+2	New	+$20.6K	0.01%	523

Other funds holding AIFU

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Certified Advisory Corp's AIFU Position: Q1 2020 in Review

Certified Advisory Corp sold out of AIFU Inc (AIFU) in Q1 2020, closing a stake of 2 shares — an estimated $16K sold.

Certified Advisory Corp first reported a position in AIFU in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 42 funds tracked by Wall St. Rank hold AIFU as of Q1 2020.

Certified Advisory Corp reported no remaining AIFU Inc position as of Q1 2020 after selling out during the quarter.
Certified Advisory Corp sold 2 AIFU Inc shares in Q1 2020, an estimated $16K.
Certified Advisory Corp first reported a position in AIFU Inc in Q4 2019 and held it in 1 quarter.
Certified Advisory Corp's AIFU Inc position peaked at $16K in Q4 2019.
42 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.