Evoke Wealth’s Lufax Holding LU Stock Holding History

Evoke Wealth’s Portfolio LU Stock Details LU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-159	Closed	-$4K	–	1218
2022 Q2	$4K	Hold	159	–	–	﹤0.01%	940
2022 Q1	$4K	Buy	159 +130	+448%	+$2.86K	﹤0.01%	955
2021 Q4	$1K	Buy	+29	New	+$760	﹤0.01%	1134

Other funds holding LU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evoke Wealth's LU Position: Q3 2022 in Review

Evoke Wealth sold out of Lufax Holding (LU) in Q3 2022, closing a stake of 159 shares — an estimated $4K sold.

Evoke Wealth first reported a position in LU in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 155 funds tracked by Wall St. Rank hold LU as of Q3 2022.

Evoke Wealth reported no remaining Lufax Holding position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 159 Lufax Holding shares in Q3 2022, an estimated $4K.
Evoke Wealth first reported a position in Lufax Holding in Q4 2021 and held it in 3 quarters.
Evoke Wealth's Lufax Holding position peaked at $4K in Q2 2022.
155 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.