IA
AIFU

IFP Advisors’s AIFU Inc AIFU Stock Holding History

IFP Advisors’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$33.1K – 3363
2024
Q1 		$33.1K Buy
+17
New +$37.3K ﹤0.01% 1751

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFP Advisors's AIFU Position: Q2 2024 in Review

IFP Advisors sold out of AIFU Inc (AIFU) in Q2 2024, closing a stake of 17 shares — an estimated $33.1K sold.

IFP Advisors first reported a position in AIFU in Q1 2024 and held it in 1 quarter. The position peaked at $33.1K in Q1 2024. 24 funds tracked by Wall St. Rank hold AIFU as of Q2 2024.

  • IFP Advisors reported no remaining AIFU Inc position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 17 AIFU Inc shares in Q2 2024, an estimated $33.1K.
  • IFP Advisors first reported a position in AIFU Inc in Q1 2024 and held it in 1 quarter.
  • IFP Advisors's AIFU Inc position peaked at $33.1K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.