Pinnacle Wealth Planning Services’s Lufax Holding LU Stock Holding History

Pinnacle Wealth Planning Services’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 Q4	–	Sell	-45,991	Closed	-$161K	–	494
2024 Q3	$161K	Hold	45,991	–	–	0.02%	480
2024 Q2	$109K	Hold	45,991	–	–	0.02%	474
2024 Q1	$194K	Buy	+45,991	New	+$129K	0.03%	436
2023 Q2	–	Sell	-5,633	Closed	-$46K	–	491
2023 Q1	$46K	Buy	+5,633	New	+$54K	0.01%	463

Other funds holding LU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's LU Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 45,991 shares — an estimated $161K sold.

Pinnacle Wealth Planning Services first reported a position in LU in Q1 2023 and held it in 4 quarters. The position peaked at $194K in Q1 2024. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

Pinnacle Wealth Planning Services reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 45,991 Lufax Holding shares in Q4 2024, an estimated $161K.
Pinnacle Wealth Planning Services first reported a position in Lufax Holding in Q1 2023 and held it in 4 quarters.
Pinnacle Wealth Planning Services's Lufax Holding position peaked at $194K in Q1 2024.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.