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Bartlett & Co Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CHT Stock Details CHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-62
Closed -$2.65K – 1197
2022
Q2 		$2.65K Buy
+62
New +$2.67K ﹤0.01% 1140

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BlackRock
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TD Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bartlett & Co Wealth Management's CHT Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Chunghwa Telecom (CHT) in Q3 2022, closing a stake of 62 shares — an estimated $2.65K sold.

Bartlett & Co Wealth Management first reported a position in CHT in Q2 2022 and held it in 1 quarter. The position peaked at $2.65K in Q2 2022. 145 funds tracked by Wall St. Rank hold CHT as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Chunghwa Telecom position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 62 Chunghwa Telecom shares in Q3 2022, an estimated $2.65K.
  • Bartlett & Co Wealth Management first reported a position in Chunghwa Telecom in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Chunghwa Telecom position peaked at $2.65K in Q2 2022.
  • 145 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.