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Souders Financial Advisors’s Lufax Holding LU Stock Holding History

Souders Financial 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
2021
Q3 		– Sell
-9,949
Closed -$450K – 140
2021
Q2 		$450K Buy
9,949
+875
+10% +$44.1K 0.15% 104
2021
Q1 		$527K Buy
+9,074
New +$557K 0.21% 81

Other funds holding LU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Souders Financial Advisors's LU Position: Q3 2021 in Review

Souders Financial Advisors sold out of Lufax Holding (LU) in Q3 2021, closing a stake of 9,949 shares — an estimated $450K sold.

Souders Financial Advisors first reported a position in LU in Q1 2021 and held it in 2 quarters. The position peaked at $527K in Q1 2021. 128 funds tracked by Wall St. Rank hold LU as of Q3 2021.

  • Souders Financial Advisors reported no remaining Lufax Holding position as of Q3 2021 after selling out during the quarter.
  • Souders Financial Advisors sold 9,949 Lufax Holding shares in Q3 2021, an estimated $450K.
  • Souders Financial Advisors first reported a position in Lufax Holding in Q1 2021 and held it in 2 quarters.
  • Souders Financial Advisors's Lufax Holding position peaked at $527K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2021.

Based on Souders Financial Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.