HF
AMTD

HRT Financial’s AMTD IDEA Group AMTD Stock Holding History

HRT Financial’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
2023
Q4 		– Sell
-12,440
Closed -$45K – 2275
2023
Q3 		$45K Buy
+12,440
New +$51.9K ﹤0.01% 2007
2020
Q4 		– Sell
-2,715
Closed -$114K – 1808
2020
Q3 		$114K Buy
+2,715
New +$109K ﹤0.01% 1496

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

HRT Financial's AMTD Position: Q4 2023 in Review

HRT Financial sold out of AMTD IDEA Group (AMTD) in Q4 2023, closing a stake of 12,440 shares — an estimated $45K sold.

HRT Financial first reported a position in AMTD in Q3 2020 and held it in 2 quarters. The position peaked at $114K in Q3 2020. 13 funds tracked by Wall St. Rank hold AMTD as of Q4 2023.

  • HRT Financial reported no remaining AMTD IDEA Group position as of Q4 2023 after selling out during the quarter.
  • HRT Financial sold 12,440 AMTD IDEA Group shares in Q4 2023, an estimated $45K.
  • HRT Financial first reported a position in AMTD IDEA Group in Q3 2020 and held it in 2 quarters.
  • HRT Financial's AMTD IDEA Group position peaked at $114K in Q3 2020.
  • 13 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q4 2023.

Based on HRT Financial's 13F filing for Q4 2023, filed 9 Feb 2024.