TFM
OCFT

TFC Financial Management’s OneConnect Financial Technology OCFT Stock Holding History

TFC Financial Management’s Portfolio OCFT Stock Details OCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-138
Closed -$6K – 603
2021
Q3 		$6K Hold
138
– – ﹤0.01% 374
2021
Q2 		$17K Hold
138
– – 0.01% 284
2021
Q1 		$20K Hold
138
– – 0.01% 256
2020
Q4 		$27K Hold
138
– – 0.01% 229
2020
Q3 		$29K Buy
+138
New +$29.9K 0.01% 211

Other funds holding OCFT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TFC Financial Management's OCFT Position: Q4 2021 in Review

TFC Financial Management sold out of OneConnect Financial Technology (OCFT) in Q4 2021, closing a stake of 138 shares — an estimated $6K sold.

TFC Financial Management first reported a position in OCFT in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2020. 76 funds tracked by Wall St. Rank hold OCFT as of Q4 2021.

  • TFC Financial Management reported no remaining OneConnect Financial Technology position as of Q4 2021 after selling out during the quarter.
  • TFC Financial Management sold 138 OneConnect Financial Technology shares in Q4 2021, an estimated $6K.
  • TFC Financial Management first reported a position in OneConnect Financial Technology in Q3 2020 and held it in 5 quarters.
  • TFC Financial Management's OneConnect Financial Technology position peaked at $29K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q4 2021.

Based on TFC Financial Management's 13F filing for Q4 2021, filed 2 Feb 2022.