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MPS Loria Financial Planners’s Futu Holdings FUTU Stock Holding History

MPS Loria Financial Planners’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$15K – 284
2021
Q1 		$15K Hold
100
– – 0.01% 258
2020
Q4 		$5K Buy
+100
New +$3.76K ﹤0.01% 364

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HH
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

MPS Loria Financial Planners's FUTU Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Futu Holdings (FUTU) in Q2 2021, closing a stake of 100 shares — an estimated $15K sold.

MPS Loria Financial Planners first reported a position in FUTU in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 268 funds tracked by Wall St. Rank hold FUTU as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Futu Holdings position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Futu Holdings shares in Q2 2021, an estimated $15K.
  • MPS Loria Financial Planners first reported a position in Futu Holdings in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Futu Holdings position peaked at $15K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.