Fidelity Investments
AIFU

Fidelity Investments’s AIFU Inc AIFU Stock Holding History

Fidelity Investments’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
2022
Q1 		– Hold
0
– -$1K – 5573
2021
Q4 		– Hold
0
– – – 4222
2021
Q3 		– Hold
0
– – – 4215
2021
Q2 		– Hold
0
– – – 4122
2019
Q3 		– Hold
0
– – – 4294
2019
Q2 		– Hold
0
– – – 4244
2014
Q2 		– Sell
-269
Closed -$808K – 2805
2014
Q1 		$808K Buy
+269
New +$712K ﹤0.01% 2500

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments's AIFU Position: Q1 2022 in Review

Fidelity Investments held its AIFU Inc (AIFU) position steady in Q1 2022 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5573.

Fidelity Investments first reported a position in AIFU in Q1 2014 and has held it in 1 quarter since. The position peaked at $808K in Q1 2014. 39 funds tracked by Wall St. Rank hold AIFU as of Q1 2022.

  • Fidelity Investments held 0 shares of AIFU Inc worth $0 as of Q1 2022.
  • Fidelity Investments left its AIFU Inc share count unchanged in Q1 2022.
  • AIFU Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2022, its #5573 holding.
  • Fidelity Investments first reported a position in AIFU Inc in Q1 2014 and has held it in 1 quarter since.
  • Fidelity Investments's AIFU Inc position peaked at $808K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2022.

Based on Fidelity Investments's 13F filing for Q1 2022, filed 13 May 2022.