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Glassman Wealth Services’s Chunghwa Telecom CHT Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-1,011
Closed -$39.5K – 514
2023
Q4 		$39.5K Buy
1,011
+307
+44% +$11.3K 0.01% 504
2023
Q3 		$25.3K Sell
704
-228
-24% -$8.35K ﹤0.01% 600
2023
Q2 		$34.8K Sell
932
-13
-1% -$527 0.01% 494
2023
Q1 		$37K Sell
945
-24
-2% -$913 0.01% 477
2022
Q4 		$35.5K Buy
969
+262
+37% +$9.17K 0.01% 502
2022
Q3 		$25K Buy
707
+82
+13% +$3.26K 0.01% 557
2022
Q2 		$26K Sell
625
-74
-11% -$3.19K 0.01% 550
2022
Q1 		$31K Sell
699
-78
-10% -$3.39K 0.01% 513
2021
Q4 		$33K Buy
777
+385
+98% +$15.6K 0.01% 466
2021
Q3 		$15K Buy
392
+41
+12% +$1.68K ﹤0.01% 651
2021
Q2 		$14K Sell
351
-6
-2% -$244 ﹤0.01% 661
2021
Q1 		$14K Buy
357
+39
+12% +$1.53K ﹤0.01% 621
2020
Q4 		$12K Buy
318
+75
+31% +$2.85K ﹤0.01% 662
2020
Q3 		$9K Buy
243
+123
+103% +$4.55K ﹤0.01% 636
2020
Q2 		$5K Buy
+120
New +$4.44K ﹤0.01% 612

Other funds holding CHT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 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

Glassman Wealth Services's CHT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Chunghwa Telecom (CHT) in Q1 2024, closing a stake of 1,011 shares — an estimated $39.5K sold.

Glassman Wealth Services first reported a position in CHT in Q2 2020 and held it in 15 quarters. The position peaked at $39.5K in Q4 2023. 143 funds tracked by Wall St. Rank hold CHT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Chunghwa Telecom position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,011 Chunghwa Telecom shares in Q1 2024, an estimated $39.5K.
  • Glassman Wealth Services first reported a position in Chunghwa Telecom in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Chunghwa Telecom position peaked at $39.5K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.