PIA
HKD

Powell Investment Advisors’s AMTD Digital HKD Stock Holding History

Powell Investment Advisors’s Portfolio HKD Stock Details HKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,830
Closed -$57.1K – 156
2024
Q2 		$57.1K Buy
+15,830
New +$56K 0.03% 134
2023
Q4 		– Sell
-10,355
Closed -$57.1K – 150
2023
Q3 		$57.1K Buy
+10,355
New +$63.3K 0.03% 126

Other funds holding HKD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Powell Investment Advisors's HKD Position: Q3 2024 in Review

Powell Investment Advisors sold out of AMTD Digital (HKD) in Q3 2024, closing a stake of 15,830 shares — an estimated $57.1K sold.

Powell Investment Advisors first reported a position in HKD in Q3 2023 and held it in 2 quarters. The position peaked at $57.1K in Q2 2024. 15 funds tracked by Wall St. Rank hold HKD as of Q3 2024.

  • Powell Investment Advisors reported no remaining AMTD Digital position as of Q3 2024 after selling out during the quarter.
  • Powell Investment Advisors sold 15,830 AMTD Digital shares in Q3 2024, an estimated $57.1K.
  • Powell Investment Advisors first reported a position in AMTD Digital in Q3 2023 and held it in 2 quarters.
  • Powell Investment Advisors's AMTD Digital position peaked at $57.1K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held AMTD Digital as of Q3 2024.

Based on Powell Investment Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.