EWA
AIFU

EverSource Wealth Advisors’s AIFU Inc AIFU Stock Holding History

EverSource Wealth Advisors’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
2024
Q3 		– Sell
-1
Closed -$560 – 3141
2024
Q2 		$903 Hold
1
– – ﹤0.01% 2758
2024
Q1 		$1.84K Buy
+1
New +$2.2K ﹤0.01% 2413

Other funds holding AIFU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

EverSource Wealth Advisors's AIFU Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of AIFU Inc (AIFU) in Q3 2024, closing a stake of 1 share — an estimated $560 sold.

EverSource Wealth Advisors first reported a position in AIFU in Q1 2024 and held it in 2 quarters. The position peaked at $1.84K in Q1 2024. 24 funds tracked by Wall St. Rank hold AIFU as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining AIFU Inc position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 AIFU Inc share in Q3 2024, an estimated $560.
  • EverSource Wealth Advisors first reported a position in AIFU Inc in Q1 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's AIFU Inc position peaked at $1.84K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.