Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Lufax Holding LU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-155
Closed -$654 – 3679
2024
Q1 		$654 Buy
+155
New +$434 ﹤0.01% 3250

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State Street
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Mirae Asset Global ETFs Holdings
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BlackRock
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Fidelity International
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BC
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's LU Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Lufax Holding (LU) in Q2 2024, closing a stake of 155 shares — an estimated $654 sold.

Northwestern Mutual Wealth Management first reported a position in LU in Q1 2024 and held it in 1 quarter. The position peaked at $654 in Q1 2024. 113 funds tracked by Wall St. Rank hold LU as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Lufax Holding position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 155 Lufax Holding shares in Q2 2024, an estimated $654.
  • Northwestern Mutual Wealth Management first reported a position in Lufax Holding in Q1 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Lufax Holding position peaked at $654 in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.