AWM
AMTD

Avior Wealth Management’s AMTD IDEA Group AMTD Stock Holding History

Avior Wealth Management’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$19 – 808
2024
Q4 		$19 Hold
16
– – ﹤0.01% 2440
2024
Q3 		$22 Buy
+16
New +$22 ﹤0.01% 2291

Other funds holding AMTD

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's AMTD Position: Q1 2025 in Review

Avior Wealth Management sold out of AMTD IDEA Group (AMTD) in Q1 2025, closing a stake of 16 shares — an estimated $19 sold.

Avior Wealth Management first reported a position in AMTD in Q3 2024 and held it in 2 quarters. The position peaked at $22 in Q3 2024. 10 funds tracked by Wall St. Rank hold AMTD as of Q1 2025.

  • Avior Wealth Management reported no remaining AMTD IDEA Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16 AMTD IDEA Group shares in Q1 2025, an estimated $19.
  • Avior Wealth Management first reported a position in AMTD IDEA Group in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's AMTD IDEA Group position peaked at $22 in Q3 2024.
  • 10 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.