MWM
FINV

Mission Wealth Management’s FinVolution Group FINV Stock Holding History

Mission 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
2022
Q1 		– Sell
-10,000
Closed -$49K – 546
2021
Q4 		$49K Sell
10,000
-4,000
-29% -$23.3K ﹤0.01% 530
2021
Q3 		$79K Buy
14,000
+1,000
+8% +$6.59K ﹤0.01% 501
2021
Q2 		$124K Hold
13,000
– – 0.01% 480
2021
Q1 		$91K Hold
13,000
– – 0.01% 437
2020
Q4 		$35K Buy
+13,000
New +$27.7K ﹤0.01% 407

Other funds holding FINV

GDWAM
Gold Dragon Worldwide Asset Management Central, Hong Kong $151M AUM 54.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mission Wealth Management's FINV Position: Q1 2022 in Review

Mission Wealth Management sold out of FinVolution Group (FINV) in Q1 2022, closing a stake of 10,000 shares — an estimated $49K sold.

Mission Wealth Management first reported a position in FINV in Q4 2020 and held it in 5 quarters. The position peaked at $124K in Q2 2021. 83 funds tracked by Wall St. Rank hold FINV as of Q1 2022.

  • Mission Wealth Management reported no remaining FinVolution Group position as of Q1 2022 after selling out during the quarter.
  • Mission Wealth Management sold 10,000 FinVolution Group shares in Q1 2022, an estimated $49K.
  • Mission Wealth Management first reported a position in FinVolution Group in Q4 2020 and held it in 5 quarters.
  • Mission Wealth Management's FinVolution Group position peaked at $124K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held FinVolution Group as of Q1 2022.

Based on Mission Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.