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Ellevest Inc’s Futu Holdings FUTU Stock Holding History

Ellevest Inc’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,288
Closed -$212K – 441
2025
Q4 		$212K Sell
1,288
-75
-6% -$12.9K 0.03% 400
2025
Q3 		$237K Buy
+1,363
New +$226K 0.03% 382
2023
Q2 		– Sell
-610
Closed -$31.6K – 842
2023
Q1 		$31.6K Sell
610
-295
-33% -$14.3K ﹤0.01% 728
2022
Q4 		$36.8K Buy
905
+540
+148% +$26.4K ﹤0.01% 697
2022
Q3 		$14K Buy
+365
New +$15.9K ﹤0.01% 909
2022
Q2 		– Sell
-37
Closed -$1K – 1497
2022
Q1 		$1K Sell
37
-9
-20% -$361 ﹤0.01% 1290
2021
Q4 		$2K Buy
+46
New +$2.63K ﹤0.01% 1158

Other funds holding FUTU

AMH
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return