AWS
XHG

AJ Wealth Strategies’s XChange TEC XHG Stock Holding History

AJ Wealth Strategies’s Portfolio XHG Stock Details XHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$5.27K Sell
1
-1
-50% -$9K ﹤0.01% 296
2023
Q1 		$22.3K Buy
+2
New +$53.7K ﹤0.01% 284
2022
Q2 		– Sell
-2
Closed -$45K – 350
2022
Q1 		$45K Hold
2
– – ﹤0.01% 319
2021
Q4 		$85K Hold
2
– – ﹤0.01% 300
2021
Q3 		$127K Hold
2
– – 0.01% 281
2021
Q2 		$247K Buy
2
+1
+100% +$140K 0.01% 243
2021
Q1 		$299K Hold
1
– – 0.02% 211
2020
Q4 		$160K Buy
+1
New +$333K 0.01% 227

Other funds holding XHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

AJ Wealth Strategies's XHG Position: Q2 2023 in Review

AJ Wealth Strategies reduced its XChange TEC (XHG) stake by 50% in Q2 2023, selling an estimated $9K and leaving 1 share worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

AJ Wealth Strategies first reported a position in XHG in Q4 2020 and has held it in 8 quarters since. The position peaked at $299K in Q1 2021. 10 funds tracked by Wall St. Rank hold XHG as of Q2 2023.

  • AJ Wealth Strategies held 1 share of XChange TEC worth $5.27K as of Q2 2023.
  • AJ Wealth Strategies sold 1 XChange TEC share in Q2 2023, an estimated $9K.
  • XChange TEC made up ﹤0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #296 holding.
  • AJ Wealth Strategies first reported a position in XChange TEC in Q4 2020 and has held it in 8 quarters since.
  • AJ Wealth Strategies's XChange TEC position peaked at $299K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held XChange TEC as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.