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Summit Wealth & Retirement Planning’s Futu Holdings FUTU Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,759
Closed -$433K – 92
2021
Q3 		$433K Sell
4,759
-812
-15% -$89.6K 0.16% 64
2021
Q2 		$998K Buy
5,571
+56
+1% +$8.14K 0.37% 44
2021
Q1 		$876K Buy
+5,515
New +$682K 0.33% 49

Other funds holding FUTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Summit Wealth & Retirement Planning's FUTU Position: Q4 2021 in Review

Summit Wealth & Retirement Planning sold out of Futu Holdings (FUTU) in Q4 2021, closing a stake of 4,759 shares — an estimated $433K sold.

Summit Wealth & Retirement Planning first reported a position in FUTU in Q1 2021 and held it in 3 quarters. The position peaked at $998K in Q2 2021. 178 funds tracked by Wall St. Rank hold FUTU as of Q4 2021.

  • Summit Wealth & Retirement Planning reported no remaining Futu Holdings position as of Q4 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,759 Futu Holdings shares in Q4 2021, an estimated $433K.
  • Summit Wealth & Retirement Planning first reported a position in Futu Holdings in Q1 2021 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Futu Holdings position peaked at $998K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Futu Holdings as of Q4 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2021, filed 3 Feb 2022.