Envestnet Asset Management
AMTD

Envestnet Asset Management’s AMTD IDEA Group AMTD Stock Holding History

Envestnet Asset 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
2024
Q2 		– Sell
-20,178
Closed -$35.7K – 4168
2024
Q1 		$35.7K Buy
20,178
+3,044
+18% +$5.27K ﹤0.01% 4122
2023
Q4 		$30.8K Sell
17,134
-2,578
-13% -$6.1K ﹤0.01% 4008
2023
Q3 		$72.7K Buy
19,712
+4,685
+31% +$19.6K ﹤0.01% 3913
2023
Q2 		$71.2K Buy
15,027
+3,077
+26% +$15.1K ﹤0.01% 3853
2023
Q1 		$22.8K Sell
11,950
-1,079
-8% -$5.32K ﹤0.01% 3918
2022
Q4 		$70.4K Buy
13,029
+8,872
+213% +$52.8K ﹤0.01% 3845
2022
Q3 		$30K Buy
4,157
+499
+14% +$5.74K ﹤0.01% 3850
2022
Q2 		$25K Buy
+3,658
New +$39K ﹤0.01% 3869

Other funds holding AMTD

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Envestnet Asset Management's AMTD Position: Q2 2024 in Review

Envestnet Asset Management sold out of AMTD IDEA Group (AMTD) in Q2 2024, closing a stake of 20,178 shares — an estimated $35.7K sold.

Envestnet Asset Management first reported a position in AMTD in Q2 2022 and held it in 8 quarters. The position peaked at $72.7K in Q3 2023. 12 funds tracked by Wall St. Rank hold AMTD as of Q2 2024.

  • Envestnet Asset Management reported no remaining AMTD IDEA Group position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 20,178 AMTD IDEA Group shares in Q2 2024, an estimated $35.7K.
  • Envestnet Asset Management first reported a position in AMTD IDEA Group in Q2 2022 and held it in 8 quarters.
  • Envestnet Asset Management's AMTD IDEA Group position peaked at $72.7K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.