Mount Yale Investment Advisors’s Chunghwa Telecom CHT Stock Holding History

Mount Yale Investment Advisors’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
2023 Q1	–	Sell	-7,614	Closed	-$279K	–	488
2022 Q4	$279K	Sell	7,614 -13,266	-64%	-$464K	0.03%	371
2022 Q3	$742K	Buy	20,880 +6,330	+44%	+$252K	0.1%	215
2022 Q2	$600K	Buy	14,550 +4,766	+49%	+$205K	0.08%	254
2022 Q1	$435K	Sell	9,784 -3,873	-28%	-$168K	0.05%	318
2021 Q4	$576K	Buy	+13,657	New	+$552K	0.06%	279

Other funds holding CHT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's CHT Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of Chunghwa Telecom (CHT) in Q1 2023, closing a stake of 7,614 shares — an estimated $279K sold.

Mount Yale Investment Advisors first reported a position in CHT in Q4 2021 and held it in 5 quarters. The position peaked at $742K in Q3 2022. 138 funds tracked by Wall St. Rank hold CHT as of Q1 2023.

Mount Yale Investment Advisors reported no remaining Chunghwa Telecom position as of Q1 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 7,614 Chunghwa Telecom shares in Q1 2023, an estimated $279K.
Mount Yale Investment Advisors first reported a position in Chunghwa Telecom in Q4 2021 and held it in 5 quarters.
Mount Yale Investment Advisors's Chunghwa Telecom position peaked at $742K in Q3 2022.
138 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.