Glassman Wealth Services’s Lufax Holding LU Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-265	Closed	-$2.16K	–	1970
2023 Q1	$2.16K	Buy	+265	New	+$2.54K	﹤0.01%	1218

Other funds holding LU

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

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

KFA

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

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

FCM

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

Norges Bank Oslo, Norway $935B AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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

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

Glassman Wealth Services's LU Position: Q2 2023 in Review

Glassman Wealth Services sold out of Lufax Holding (LU) in Q2 2023, closing a stake of 265 shares — an estimated $2.16K sold.

Glassman Wealth Services first reported a position in LU in Q1 2023 and held it in 1 quarter. The position peaked at $2.16K in Q1 2023. 155 funds tracked by Wall St. Rank hold LU as of Q2 2023.

Glassman Wealth Services reported no remaining Lufax Holding position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 265 Lufax Holding shares in Q2 2023, an estimated $2.16K.
Glassman Wealth Services first reported a position in Lufax Holding in Q1 2023 and held it in 1 quarter.
Glassman Wealth Services's Lufax Holding position peaked at $2.16K in Q1 2023.
155 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.