SWIM
AMTD

Smallwood Wealth Investment Management’s AMTD IDEA Group AMTD Stock Holding History

Smallwood Wealth Investment Management’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
-3,100
Closed -$22K – 76
2022
Q3 		$22K Buy
+3,100
New +$35.7K 0.02% 74

Other funds holding AMTD

PA
Profund Advisors Bethesda, Maryland $2.72B AUM 47.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Smallwood Wealth Investment Management's AMTD Position: Q4 2022 in Review

Smallwood Wealth Investment Management sold out of AMTD IDEA Group (AMTD) in Q4 2022, closing a stake of 3,100 shares — an estimated $22K sold.

Smallwood Wealth Investment Management first reported a position in AMTD in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 12 funds tracked by Wall St. Rank hold AMTD as of Q4 2022.

  • Smallwood Wealth Investment Management reported no remaining AMTD IDEA Group position as of Q4 2022 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 3,100 AMTD IDEA Group shares in Q4 2022, an estimated $22K.
  • Smallwood Wealth Investment Management first reported a position in AMTD IDEA Group in Q3 2022 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's AMTD IDEA Group position peaked at $22K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q4 2022.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.