CIA
OCFT

CSat Investment Advisory’s OneConnect Financial Technology OCFT Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-8,664
Closed -$1.84M – 814
2020
Q3 		$1.84M Buy
8,664
+866
+11% +$188K 0.16% 61
2020
Q2 		$1.42M Buy
7,798
+3,043
+64% +$408K 0.17% 60
2020
Q1 		$483K Buy
+4,755
New +$587K 0.1% 145

Other funds holding OCFT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CSat Investment Advisory's OCFT Position: Q4 2020 in Review

CSat Investment Advisory sold out of OneConnect Financial Technology (OCFT) in Q4 2020, closing a stake of 8,664 shares — an estimated $1.84M sold.

CSat Investment Advisory first reported a position in OCFT in Q1 2020 and held it in 3 quarters. The position peaked at $1.84M in Q3 2020. 60 funds tracked by Wall St. Rank hold OCFT as of Q4 2020.

  • CSat Investment Advisory reported no remaining OneConnect Financial Technology position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 8,664 OneConnect Financial Technology shares in Q4 2020, an estimated $1.84M.
  • CSat Investment Advisory first reported a position in OneConnect Financial Technology in Q1 2020 and held it in 3 quarters.
  • CSat Investment Advisory's OneConnect Financial Technology position peaked at $1.84M in Q3 2020.
  • 60 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.