OWM
LFC

OneAscent Wealth Management’s China Life Insurance Company Ltd. LFC Stock Holding History

OneAscent Wealth Management’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
-18,453
Closed -$159K – 197
2022
Q2 		$159K Buy
18,453
+701
+4% +$5.34K 0.08% 171
2022
Q1 		$135K Buy
+17,752
New +$150K 0.07% 207

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TRCT
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Simplex Trading
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BTI
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IA
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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 Wealth Management's LFC Position: Q3 2022 in Review

OneAscent Wealth Management sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 18,453 shares — an estimated $159K sold.

OneAscent Wealth Management first reported a position in LFC in Q1 2022 and held it in 2 quarters. The position peaked at $159K in Q2 2022. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • OneAscent Wealth Management reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 18,453 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $159K.
  • OneAscent Wealth Management first reported a position in China Life Insurance Company Ltd. in Q1 2022 and held it in 2 quarters.
  • OneAscent Wealth Management's China Life Insurance Company Ltd. position peaked at $159K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

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