SPIA
LFC

Steward Partners Investment Advisory’s China Life Insurance Company Ltd. LFC Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-661
Closed -$4K – 3530
2022
Q3 		$4K Sell
661
-22
-3% -$164 ﹤0.01% 2904
2022
Q2 		$6K Sell
683
-734
-52% -$5.59K ﹤0.01% 2740
2022
Q1 		$11K Buy
1,417
+867
+158% +$7.31K ﹤0.01% 2646
2021
Q4 		$5K Hold
550
– – ﹤0.01% 2858
2021
Q3 		$4K Hold
550
– – ﹤0.01% 2895
2021
Q2 		$5K Hold
550
– – ﹤0.01% 6566
2021
Q1 		$5.73K Hold
550
– – ﹤0.01% 2982
2020
Q4 		$6K Buy
+550
New +$6.29K ﹤0.01% 2492

Other funds holding LFC

HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's LFC Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of China Life Insurance Company Ltd. (LFC) in Q4 2022, closing a stake of 661 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in LFC in Q4 2020 and held it in 8 quarters. The position peaked at $11K in Q1 2022. 3 funds tracked by Wall St. Rank hold LFC as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining China Life Insurance Company Ltd. position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 661 China Life Insurance Company Ltd. shares in Q4 2022, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in China Life Insurance Company Ltd. in Q4 2020 and held it in 8 quarters.
  • Steward Partners Investment Advisory's China Life Insurance Company Ltd. position peaked at $11K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.