Envestnet Asset Management
OCFT

Envestnet Asset Management’s OneConnect Financial Technology OCFT Stock Holding History

Envestnet Asset Management’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
2024
Q2 		– Sell
-15,139
Closed -$33.6K – 4260
2024
Q1 		$33.6K Buy
15,139
+747
+5% +$1.82K ﹤0.01% 4125
2023
Q4 		$46.5K Buy
14,392
+3,879
+37% +$11.8K ﹤0.01% 3987
2023
Q3 		$32.9K Buy
+10,513
New +$37.2K ﹤0.01% 3956
2023
Q2 		– Sell
-18,120
Closed -$3.41K – 4048
2023
Q1 		$3.41K Buy
+18,120
New +$122K ﹤0.01% 3958

Other funds holding OCFT

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management's OCFT Position: Q2 2024 in Review

Envestnet Asset Management sold out of OneConnect Financial Technology (OCFT) in Q2 2024, closing a stake of 15,139 shares — an estimated $33.6K sold.

Envestnet Asset Management first reported a position in OCFT in Q1 2023 and held it in 4 quarters. The position peaked at $46.5K in Q4 2023. 15 funds tracked by Wall St. Rank hold OCFT as of Q2 2024.

  • Envestnet Asset Management reported no remaining OneConnect Financial Technology position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 15,139 OneConnect Financial Technology shares in Q2 2024, an estimated $33.6K.
  • Envestnet Asset Management first reported a position in OneConnect Financial Technology in Q1 2023 and held it in 4 quarters.
  • Envestnet Asset Management's OneConnect Financial Technology position peaked at $46.5K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.