PFGIA
LFC

Patriot Financial Group Insurance Agency’s China Life Insurance Company Ltd. LFC Stock Holding History

Patriot Financial Group Insurance Agency’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
-512
Closed -$4K – 2117
2022
Q2 		$4K Hold
512
– – ﹤0.01% 1593
2022
Q1 		$4K Buy
+512
New +$4.32K ﹤0.01% 1733
2021
Q4 		– Sell
-605
Closed -$5K – 2303
2021
Q3 		$5K Hold
605
– – ﹤0.01% 1730
2021
Q2 		$6K Hold
605
– – ﹤0.01% 1618
2021
Q1 		$6K Sell
605
-35
-5% -$379 ﹤0.01% 1522
2020
Q4 		$7K Hold
640
– – ﹤0.01% 1350
2020
Q3 		$7K Hold
640
– – ﹤0.01% 1163
2020
Q2 		$6K Sell
640
-59
-8% -$594 ﹤0.01% 1151
2020
Q1 		$7K Buy
+699
New +$8.37K ﹤0.01% 995

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 $4.08B AUM 58.77% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 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 $1.05B AUM 36.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LFC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 512 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in LFC in Q1 2020 and held it in 9 quarters. The position peaked at $7K in Q4 2020. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 512 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in China Life Insurance Company Ltd. in Q1 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's China Life Insurance Company Ltd. position peaked at $7K in Q4 2020.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.