GSWM
OCFT

Golden State Wealth Management’s OneConnect Financial Technology OCFT Stock Holding History

Golden State Wealth Management’s Portfolio OCFT Stock Details OCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$80 – 1624
2024
Q4 		$80 Buy
+33
New +$85 ﹤0.01% 1491

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OMC
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LIP
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EFM
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Golden State Wealth Management's OCFT Position: Q1 2025 in Review

Golden State Wealth Management sold out of OneConnect Financial Technology (OCFT) in Q1 2025, closing a stake of 33 shares — an estimated $80 sold.

Golden State Wealth Management first reported a position in OCFT in Q4 2024 and held it in 1 quarter. The position peaked at $80 in Q4 2024. 24 funds tracked by Wall St. Rank hold OCFT as of Q1 2025.

  • Golden State Wealth Management reported no remaining OneConnect Financial Technology position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 33 OneConnect Financial Technology shares in Q1 2025, an estimated $80.
  • Golden State Wealth Management first reported a position in OneConnect Financial Technology in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's OneConnect Financial Technology position peaked at $80 in Q4 2024.
  • 24 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.