StoneX Group’s AMTD IDEA Group AMTD Stock Holding History

StoneX 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
2023 Q1	–	Sell	-5,000	Closed	-$27K	–	455
2022 Q4	$27K	Buy	+5,000	New	+$29.7K	﹤0.01%	428

Other funds holding AMTD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

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

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

StoneX Group's AMTD Position: Q1 2023 in Review

StoneX Group sold out of AMTD IDEA Group (AMTD) in Q1 2023, closing a stake of 5,000 shares — an estimated $27K sold.

StoneX Group first reported a position in AMTD in Q4 2022 and held it in 1 quarter. The position peaked at $27K in Q4 2022. 14 funds tracked by Wall St. Rank hold AMTD as of Q1 2023.

StoneX Group reported no remaining AMTD IDEA Group position as of Q1 2023 after selling out during the quarter.
StoneX Group sold 5,000 AMTD IDEA Group shares in Q1 2023, an estimated $27K.
StoneX Group first reported a position in AMTD IDEA Group in Q4 2022 and held it in 1 quarter.
StoneX Group's AMTD IDEA Group position peaked at $27K in Q4 2022.
14 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q1 2023.

Based on StoneX Group's 13F filing for Q1 2023, filed 11 May 2023.