Accel Wealth Management’s High Templar Tech Ltd HTT Stock Holding History

Accel Wealth Management’s Portfolio HTT Stock Details HTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,060	Closed	-$1.27K	–	682
2023 Q1	$1.27K	Hold	1,060	–	–	﹤0.01%	1145
2022 Q4	$1.01K	Hold	1,060	–	–	﹤0.01%	968
2022 Q3	$1K	Hold	1,060	–	–	﹤0.01%	1013
2022 Q2	$1K	Hold	1,060	–	–	﹤0.01%	973
2022 Q1	$1K	Hold	1,060	–	–	﹤0.01%	913
2021 Q4	$1K	Sell	1,060 -3,300	-76%	-$4.79K	﹤0.01%	911
2021 Q3	$6K	Hold	4,360	–	–	﹤0.01%	724
2021 Q2	$11K	Sell	4,360 -1,000	-19%	-$2.14K	0.01%	682
2021 Q1	$12K	Hold	5,360	–	–	0.01%	624
2020 Q4	$7K	Buy	+5,360	New	+$7.32K	0.01%	673

Other funds holding HTT

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Accel Wealth Management's HTT Position: Q2 2023 in Review

Accel Wealth Management sold out of High Templar Tech Ltd (HTT) in Q2 2023, closing a stake of 1,060 shares — an estimated $1.27K sold.

Accel Wealth Management first reported a position in HTT in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q1 2021. 38 funds tracked by Wall St. Rank hold HTT as of Q2 2023.

Accel Wealth Management reported no remaining High Templar Tech Ltd position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,060 High Templar Tech Ltd shares in Q2 2023, an estimated $1.27K.
Accel Wealth Management first reported a position in High Templar Tech Ltd in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's High Templar Tech Ltd position peaked at $12K in Q1 2021.
38 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.