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Janiczek Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Janiczek Wealth Management’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
Q2 		$852K Buy
22,070
+2,273
+11% +$88.3K 0.18% 52
2024
Q1 		$775K Buy
19,797
+6,169
+45% +$237K 0.17% 57
2023
Q4 		$532K Buy
13,628
+2,367
+21% +$87.4K 0.13% 68
2023
Q3 		$405K Sell
11,261
-1,629
-13% -$59.7K 0.11% 77
2023
Q2 		$486K Buy
12,890
+1,159
+10% +$47K 0.13% 58
2023
Q1 		$478K Buy
11,731
+3,086
+36% +$117K 0.14% 53
2022
Q4 		$324K Buy
8,645
+5,874
+212% +$206K 0.09% 77
2022
Q3 		$95K Sell
2,771
-10,664
-79% -$424K 0.03% 201
2022
Q2 		$545K Sell
13,435
-4,382
-25% -$189K 0.16% 46
2022
Q1 		$792K Buy
17,817
+2,712
+18% +$118K 0.22% 40
2021
Q4 		$638K Buy
15,105
+2,314
+18% +$93.5K 0.19% 43
2021
Q3 		$503K Sell
12,791
-424
-3% -$17.3K 0.18% 44
2021
Q2 		$537K Buy
13,215
+2,948
+29% +$120K 0.2% 40
2021
Q1 		$402K Buy
10,267
+4,099
+66% +$161K 0.16% 43
2020
Q4 		$238K Buy
6,168
+5,390
+693% +$204K 0.12% 50
2020
Q3 		$28K Buy
+778
New +$28.8K 0.02% 131

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's CHT Position: Q2 2024 in Review

Janiczek Wealth Management increased its Chunghwa Telecom (CHT) stake by 11% in Q2 2024, buying an estimated $88.3K and bringing the position to 22,070 shares worth $852K. The position accounts for 0.18% of the portfolio, ranked #52.

Janiczek Wealth Management first reported a position in CHT in Q3 2020 and has held it in 16 quarters since. 148 funds tracked by Wall St. Rank hold CHT as of Q2 2024.

  • Janiczek Wealth Management held 22,070 shares of Chunghwa Telecom worth $852K as of Q2 2024.
  • Janiczek Wealth Management bought 2,273 Chunghwa Telecom shares in Q2 2024, an estimated $88.3K.
  • Chunghwa Telecom made up 0.18% of Janiczek Wealth Management's portfolio in Q2 2024, its #52 holding.
  • Janiczek Wealth Management first reported a position in Chunghwa Telecom in Q3 2020 and has held it in 16 quarters since.
  • 148 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.