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Ritholtz Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Ritholtz 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
2023
Q3 		– Sell
-28,628
Closed -$1.07M – 710
2023
Q2 		$1.07M Buy
28,628
+335
+1% +$13.6K 0.05% 259
2023
Q1 		$1.11M Buy
28,293
+21,245
+301% +$808K 0.06% 239
2022
Q4 		$258K Sell
7,048
-14,772
-68% -$517K 0.01% 483
2022
Q3 		$775K Buy
+21,820
New +$868K 0.04% 301

Other funds holding CHT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ritholtz Wealth Management's CHT Position: Q3 2023 in Review

Ritholtz Wealth Management sold out of Chunghwa Telecom (CHT) in Q3 2023, closing a stake of 28,628 shares — an estimated $1.07M sold.

Ritholtz Wealth Management first reported a position in CHT in Q3 2022 and held it in 4 quarters. The position peaked at $1.11M in Q1 2023. 133 funds tracked by Wall St. Rank hold CHT as of Q3 2023.

  • Ritholtz Wealth Management reported no remaining Chunghwa Telecom position as of Q3 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 28,628 Chunghwa Telecom shares in Q3 2023, an estimated $1.07M.
  • Ritholtz Wealth Management first reported a position in Chunghwa Telecom in Q3 2022 and held it in 4 quarters.
  • Ritholtz Wealth Management's Chunghwa Telecom position peaked at $1.11M in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q3 2023.

Based on Ritholtz Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.