AWS
HTT

Atria Wealth Solutions’s High Templar Tech Ltd HTT Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-14,500
Closed -$30.7K – 2006
2023
Q3 		$30.7K Hold
14,500
– – ﹤0.01% 1835
2023
Q2 		$29K Hold
14,500
– – ﹤0.01% 1833
2023
Q1 		$17.4K Hold
14,500
– – ﹤0.01% 1840
2022
Q4 		$13.8K Hold
14,500
– – ﹤0.01% 1786
2022
Q3 		$13.1K Hold
14,500
– – ﹤0.01% 1734
2022
Q2 		$16K Buy
+14,500
New +$14.1K ﹤0.01% 1614

Other funds holding HTT

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Atria Wealth Solutions's HTT Position: Q4 2023 in Review

Atria Wealth Solutions sold out of High Templar Tech Ltd (HTT) in Q4 2023, closing a stake of 14,500 shares — an estimated $30.7K sold.

Atria Wealth Solutions first reported a position in HTT in Q2 2022 and held it in 6 quarters. The position peaked at $30.7K in Q3 2023. 46 funds tracked by Wall St. Rank hold HTT as of Q4 2023.

  • Atria Wealth Solutions reported no remaining High Templar Tech Ltd position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,500 High Templar Tech Ltd shares in Q4 2023, an estimated $30.7K.
  • Atria Wealth Solutions first reported a position in High Templar Tech Ltd in Q2 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's High Templar Tech Ltd position peaked at $30.7K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.