Fidelity Investments’s AMTD IDEA Group AMTD Stock Holding History

Fidelity Investments’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 Q2	–	Sell	-2,425	Closed	-$2.62K	–	5321
2025 Q1	$2.62K	Hold	2,425	–	–	﹤0.01%	4840
2024 Q4	$2.91K	Buy	2,425 +647	+36%	+$824	﹤0.01%	4752
2024 Q3	$2.51K	Hold	1,778	–	–	﹤0.01%	4757
2024 Q2	$2.97K	Hold	1,778	–	–	﹤0.01%	4659
2024 Q1	$3.15K	Hold	1,778	–	–	﹤0.01%	4613
2023 Q4	$3.2K	Buy	1,778 +1,028	+137%	+$2.43K	﹤0.01%	4564
2023 Q3	$2.77K	Buy	750 +219	+41%	+$914	﹤0.01%	4462
2023 Q2	$2.52K	Hold	531	–	–	﹤0.01%	4539
2023 Q1	$2.5K	Hold	531	–	–	﹤0.01%	4573
2022 Q4	$2.87K	Buy	531 +119	+29%	+$708	﹤0.01%	4418
2022 Q3	$3K	Buy	412 +106	+35%	+$1.22K	﹤0.01%	4437
2022 Q2	$2K	Buy	306 +119	+64%	+$1.27K	﹤0.01%	4525
2022 Q1	$3K	Buy	+187	New	+$4K	﹤0.01%	4543
2020 Q3	–	Sell	-77	Closed	-$3K	–	3648
2020 Q2	$3K	Hold	77	–	–	﹤0.01%	3298
2020 Q1	$4K	Hold	77	–	–	﹤0.01%	3286
2019 Q4	$4K	Buy	+77	New	+$3.84K	﹤0.01%	3426

Other funds holding AMTD

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's AMTD Position: Q2 2025 in Review

Fidelity Investments sold out of AMTD IDEA Group (AMTD) in Q2 2025, closing a stake of 2,425 shares — an estimated $2.62K sold.

Fidelity Investments first reported a position in AMTD in Q4 2019 and held it in 16 quarters. The position peaked at $4K in Q1 2020. 13 funds tracked by Wall St. Rank hold AMTD as of Q2 2025.

Fidelity Investments reported no remaining AMTD IDEA Group position as of Q2 2025 after selling out during the quarter.
Fidelity Investments sold 2,425 AMTD IDEA Group shares in Q2 2025, an estimated $2.62K.
Fidelity Investments first reported a position in AMTD IDEA Group in Q4 2019 and held it in 16 quarters.
Fidelity Investments's AMTD IDEA Group position peaked at $4K in Q1 2020.
13 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.