OFS
LFC

OneAscent Financial Services’s China Life Insurance Company Ltd. LFC Stock Holding History

OneAscent Financial Services’s Portfolio LFC Stock Details LFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,376
Closed -$124K – 249
2022
Q2 		$124K Buy
14,376
+340
+2% +$2.59K 0.06% 212
2022
Q1 		$107K Buy
+14,036
New +$118K 0.08% 141
2019
Q3 		– Sell
-12,974
Closed -$160K – 216
2019
Q2 		$160K Buy
+12,974
New +$165K 0.11% 209

Other funds holding LFC

HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

OneAscent Financial Services's LFC Position: Q3 2022 in Review

OneAscent Financial Services sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 14,376 shares — an estimated $124K sold.

OneAscent Financial Services first reported a position in LFC in Q2 2019 and held it in 3 quarters. The position peaked at $160K in Q2 2019. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • OneAscent Financial Services reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 14,376 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $124K.
  • OneAscent Financial Services first reported a position in China Life Insurance Company Ltd. in Q2 2019 and held it in 3 quarters.
  • OneAscent Financial Services's China Life Insurance Company Ltd. position peaked at $160K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on OneAscent Financial Services's 13F filing for Q3 2022, filed 2 Nov 2022.