Vanguard Personalized Indexing Management
AMTD

Vanguard Personalized Indexing Management’s AMTD IDEA Group AMTD Stock Holding History

Vanguard Personalized Indexing 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
2023
Q4 		– Sell
-3,679
Closed -$13.6K – 1563
2023
Q3 		$13.6K Sell
3,679
-1,873
-34% -$7.82K ﹤0.01% 1470
2023
Q2 		$26.3K Sell
5,552
-4,322
-44% -$21.1K ﹤0.01% 1447
2023
Q1 		$46.5K Buy
+9,874
New +$48.7K ﹤0.01% 1425

Other funds holding AMTD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Vanguard Personalized Indexing Management's AMTD Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of AMTD IDEA Group (AMTD) in Q4 2023, closing a stake of 3,679 shares — an estimated $13.6K sold.

Vanguard Personalized Indexing Management first reported a position in AMTD in Q1 2023 and held it in 3 quarters. The position peaked at $46.5K in Q1 2023. 13 funds tracked by Wall St. Rank hold AMTD as of Q4 2023.

  • Vanguard Personalized Indexing Management reported no remaining AMTD IDEA Group position as of Q4 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,679 AMTD IDEA Group shares in Q4 2023, an estimated $13.6K.
  • Vanguard Personalized Indexing Management first reported a position in AMTD IDEA Group in Q1 2023 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's AMTD IDEA Group position peaked at $46.5K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.