CWP
OCFT

Concord Wealth Partners’s OneConnect Financial Technology OCFT Stock Holding History

Concord Wealth Partners’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
2021
Q4 		– Sell
-4
Closed – – 1329
2021
Q3 		$0 Sell
4
-6
-60% -$380 ﹤0.01% 995
2021
Q2 		$1K Buy
+10
New +$1.43K ﹤0.01% 995

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SIAU
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KFA
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Concord Wealth Partners's OCFT Position: Q4 2021 in Review

Concord Wealth Partners sold out of OneConnect Financial Technology (OCFT) in Q4 2021, closing a stake of 4 shares.

Concord Wealth Partners first reported a position in OCFT in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 76 funds tracked by Wall St. Rank hold OCFT as of Q4 2021.

  • Concord Wealth Partners reported no remaining OneConnect Financial Technology position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 4 OneConnect Financial Technology shares in Q4 2021.
  • Concord Wealth Partners first reported a position in OneConnect Financial Technology in Q2 2021 and held it in 2 quarters.
  • Concord Wealth Partners's OneConnect Financial Technology position peaked at $1K in Q2 2021.
  • 76 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.