Retirement Group’s AMTD IDEA Group AMTD Stock Holding History

Retirement Group’s Portfolio AMTD Stock Details AMTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-250	Closed	-$2K	–	633
2022 Q3	$2K	Buy	+250	New	+$2.88K	﹤0.01%	384

Other funds holding AMTD

Profund Advisors Bethesda, Maryland $2.72B AUM 47.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Retirement Group's AMTD Position: Q4 2022 in Review

Retirement Group sold out of AMTD IDEA Group (AMTD) in Q4 2022, closing a stake of 250 shares — an estimated $2K sold.

Retirement Group first reported a position in AMTD in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 12 funds tracked by Wall St. Rank hold AMTD as of Q4 2022.

Retirement Group reported no remaining AMTD IDEA Group position as of Q4 2022 after selling out during the quarter.
Retirement Group sold 250 AMTD IDEA Group shares in Q4 2022, an estimated $2K.
Retirement Group first reported a position in AMTD IDEA Group in Q3 2022 and held it in 1 quarter.
Retirement Group's AMTD IDEA Group position peaked at $2K in Q3 2022.
12 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.