IWA
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IBEX Wealth Advisors’s Qfin Holdings QFIN Stock Holding History

IBEX Wealth Advisors’s Portfolio QFIN Stock Details QFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-30,291
Closed -$617K – 304
2024
Q1 		$617K Buy
+30,291
New +$475K 0.17% 76
2023
Q1 		$559K Sell
28,826
-1,465
-5% -$30.7K 0.15% 80
2022
Q4 		$617K Buy
+30,291
New +$450K 0.14% 109
2021
Q4 		– Sell
-3,500
Closed -$71K – 376
2021
Q3 		$71K Buy
+3,500
New +$82.5K 0.01% 247

Other funds holding QFIN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
FCCPG
FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.2B AUM 6.95% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $482M AUM 5.25% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return