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	–	369
2021 Q3	$71K	Buy	+3,500	New	+$82.5K	0.01%	247

Other funds holding QFIN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

FCCPG

FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.25B AUM 18.35% 1-Year Est. Return

OCM

OLP Capital Management Causeway Bay, Hong Kong $400M AUM 17.8% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

IBEX Wealth Advisors's QFIN Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Qfin Holdings (QFIN) in Q2 2024, closing a stake of 30,291 shares — an estimated $617K sold.

IBEX Wealth Advisors first reported a position in QFIN in Q3 2021 and held it in 4 quarters. The position peaked at $617K in Q1 2024. 191 funds tracked by Wall St. Rank hold QFIN as of Q2 2024.

IBEX Wealth Advisors reported no remaining Qfin Holdings position as of Q2 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 30,291 Qfin Holdings shares in Q2 2024, an estimated $617K.
IBEX Wealth Advisors first reported a position in Qfin Holdings in Q3 2021 and held it in 4 quarters.
IBEX Wealth Advisors's Qfin Holdings position peaked at $617K in Q1 2024.
191 funds tracked by Wall St. Rank held Qfin Holdings as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.