LWM
FINV

Liberty Wealth Management’s FinVolution Group FINV Stock Holding History

Liberty Wealth Management’s Portfolio FINV Stock Details FINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-543
Closed -$2K – 1097
2021
Q1 		$2K Hold
543
– – ﹤0.01% 809
2020
Q4 		$2K Sell
543
-91
-14% -$194 ﹤0.01% 806
2020
Q3 		$1K Hold
634
– – ﹤0.01% 800
2020
Q2 		$1K Buy
634
+109
+21% +$182 ﹤0.01% 782
2020
Q1 		$1K Buy
525
+36
+7% +$71 ﹤0.01% 797
2019
Q4 		$1K Buy
489
+278
+132% +$737 ﹤0.01% 824
2019
Q3 		$1K Hold
211
– – ﹤0.01% 787
2019
Q2 		$1K Buy
+211
New +$1.04K ﹤0.01% 814

Other funds holding FINV

GDWAM
Gold Dragon Worldwide Asset Management Central, Hong Kong $151M AUM 54.24% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCIMFI
SIG China Investments Master Fund III Wilimington, Delaware $49K AUM 87.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Liberty Wealth Management's FINV Position: Q2 2021 in Review

Liberty Wealth Management sold out of FinVolution Group (FINV) in Q2 2021, closing a stake of 543 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in FINV in Q2 2019 and held it in 8 quarters. The position peaked at $2K in Q1 2021. 98 funds tracked by Wall St. Rank hold FINV as of Q2 2021.

  • Liberty Wealth Management reported no remaining FinVolution Group position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 543 FinVolution Group shares in Q2 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in FinVolution Group in Q2 2019 and held it in 8 quarters.
  • Liberty Wealth Management's FinVolution Group position peaked at $2K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held FinVolution Group as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.