Freedom Wealth Alliance’s Lufax Holding LU Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-750	Closed	-$5.82K	–	283
2022 Q4	$5.82K	Buy	+750	New	+$5.71K	0.01%	335

Other funds holding LU

FCM

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

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

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Freedom Wealth Alliance's LU Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 750 shares — an estimated $5.82K sold.

Freedom Wealth Alliance first reported a position in LU in Q4 2022 and held it in 1 quarter. The position peaked at $5.82K in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

Freedom Wealth Alliance reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 750 Lufax Holding shares in Q1 2023, an estimated $5.82K.
Freedom Wealth Alliance first reported a position in Lufax Holding in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Lufax Holding position peaked at $5.82K in Q4 2022.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.