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Soltis Investment Advisors’s Lufax Holding LU Stock Holding History

Soltis Investment Advisors’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
2025
Q1 		– Sell
-14,900
Closed -$35.6K – 381
2024
Q4 		$35.6K Hold
14,900
– – ﹤0.01% 371
2024
Q3 		$52K Buy
+14,900
New +$39K 0.01% 362

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Soltis Investment Advisors's LU Position: Q1 2025 in Review

Soltis Investment Advisors sold out of Lufax Holding (LU) in Q1 2025, closing a stake of 14,900 shares — an estimated $35.6K sold.

Soltis Investment Advisors first reported a position in LU in Q3 2024 and held it in 2 quarters. The position peaked at $52K in Q3 2024. 103 funds tracked by Wall St. Rank hold LU as of Q1 2025.

  • Soltis Investment Advisors reported no remaining Lufax Holding position as of Q1 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 14,900 Lufax Holding shares in Q1 2025, an estimated $35.6K.
  • Soltis Investment Advisors first reported a position in Lufax Holding in Q3 2024 and held it in 2 quarters.
  • Soltis Investment Advisors's Lufax Holding position peaked at $52K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2025.

Based on Soltis Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.