FWM
FINV

Focused Wealth Management’s FinVolution Group FINV Stock Holding History

Focused Wealth Management’s Portfolio FINV Stock Details FINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$49 – 461
2023
Q4 		$49 Hold
10
– – ﹤0.01% 995
2023
Q3 		$49 Hold
10
– – ﹤0.01% 1007
2023
Q2 		$46 Buy
10
+1
+11% +$4 ﹤0.01% 1043
2023
Q1 		$39 Hold
9
– – ﹤0.01% 1022
2022
Q4 		$47 Hold
9
– – ﹤0.01% 1062
2022
Q3 		$0 Hold
9
– – ﹤0.01% 979
2022
Q2 		$0 Hold
9
– – ﹤0.01% 969
2022
Q1 		$0 Hold
9
– – ﹤0.01% 1023
2021
Q4 		$0 Hold
9
– – ﹤0.01% 1024
2021
Q3 		$0 Hold
9
– – ﹤0.01% 1030
2021
Q2 		$0 Buy
+9
New +$68 ﹤0.01% 960

Other funds holding FINV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Focused Wealth Management's FINV Position: Q1 2024 in Review

Focused Wealth Management sold out of FinVolution Group (FINV) in Q1 2024, closing a stake of 10 shares — an estimated $49 sold.

Focused Wealth Management first reported a position in FINV in Q2 2021 and held it in 11 quarters. The position peaked at $49 in Q4 2023. 111 funds tracked by Wall St. Rank hold FINV as of Q1 2024.

  • Focused Wealth Management reported no remaining FinVolution Group position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 10 FinVolution Group shares in Q1 2024, an estimated $49.
  • Focused Wealth Management first reported a position in FinVolution Group in Q2 2021 and held it in 11 quarters.
  • Focused Wealth Management's FinVolution Group position peaked at $49 in Q4 2023.
  • 111 funds tracked by Wall St. Rank held FinVolution Group as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.