CWP
HTT

Concord Wealth Partners’s High Templar Tech Ltd HTT Stock Holding History

Concord Wealth Partners’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
2021
Q4 		– Sell
-1,099
Closed -$2K – 1332
2021
Q3 		$2K Buy
+1,099
New +$1.93K ﹤0.01% 775
2021
Q1 		– Sell
-420
Closed -$1K – 1054
2020
Q4 		$1K Buy
+420
New +$573 ﹤0.01% 650

Other funds holding HTT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's HTT Position: Q4 2021 in Review

Concord Wealth Partners sold out of High Templar Tech Ltd (HTT) in Q4 2021, closing a stake of 1,099 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in HTT in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 74 funds tracked by Wall St. Rank hold HTT as of Q4 2021.

  • Concord Wealth Partners reported no remaining High Templar Tech Ltd position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 1,099 High Templar Tech Ltd shares in Q4 2021, an estimated $2K.
  • Concord Wealth Partners first reported a position in High Templar Tech Ltd in Q4 2020 and held it in 2 quarters.
  • Concord Wealth Partners's High Templar Tech Ltd position peaked at $2K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.