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Liberty Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Liberty 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
2021
Q4 		– Sell
-125
Closed -$5K – 317
2021
Q3 		$5K Buy
+125
New +$5.11K ﹤0.01% 941

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BlackRock
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TD Asset Management
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's CHT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Chunghwa Telecom (CHT) in Q4 2021, closing a stake of 125 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in CHT in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 141 funds tracked by Wall St. Rank hold CHT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Chunghwa Telecom position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 125 Chunghwa Telecom shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Chunghwa Telecom in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Chunghwa Telecom position peaked at $5K in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.