PMFA
HTT

Plante Moran Financial Advisors’s High Templar Tech Ltd HTT Stock Holding History

Plante Moran Financial Advisors’s Portfolio HTT Stock Details HTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-135
Closed -$1K – 868
2019
Q3 		$1K Buy
+135
New +$1.09K ﹤0.01% 824
2019
Q2 		– Sell
-1,050
Closed -$5K – 830
2019
Q1 		$5K Hold
1,050
– – ﹤0.01% 640
2018
Q4 		$5K Hold
1,050
– – ﹤0.01% 607
2018
Q3 		$5K Hold
1,050
– – ﹤0.01% 592
2018
Q2 		$9K Hold
1,050
– – ﹤0.01% 558
2018
Q1 		$12K Buy
+1,050
New +$14.3K 0.01% 579

Other funds holding HTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plante Moran Financial Advisors's HTT Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of High Templar Tech Ltd (HTT) in Q4 2019, closing a stake of 135 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in HTT in Q1 2018 and held it in 6 quarters. The position peaked at $12K in Q1 2018. 148 funds tracked by Wall St. Rank hold HTT as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining High Templar Tech Ltd position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 135 High Templar Tech Ltd shares in Q4 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in High Templar Tech Ltd in Q1 2018 and held it in 6 quarters.
  • Plante Moran Financial Advisors's High Templar Tech Ltd position peaked at $12K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.