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Waldron Private Wealth’s Chunghwa Telecom CHT Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-6,736
Closed -$254K – 318
2024
Q4 		$254K Buy
6,736
+1,258
+23% +$47.9K 0.01% 368
2024
Q3 		$217K Buy
+5,478
New +$208K 0.01% 385

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waldron Private Wealth's CHT Position: Q1 2025 in Review

Waldron Private Wealth sold out of Chunghwa Telecom (CHT) in Q1 2025, closing a stake of 6,736 shares — an estimated $254K sold.

Waldron Private Wealth first reported a position in CHT in Q3 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 155 funds tracked by Wall St. Rank hold CHT as of Q1 2025.

  • Waldron Private Wealth reported no remaining Chunghwa Telecom position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 6,736 Chunghwa Telecom shares in Q1 2025, an estimated $254K.
  • Waldron Private Wealth first reported a position in Chunghwa Telecom in Q3 2024 and held it in 2 quarters.
  • Waldron Private Wealth's Chunghwa Telecom position peaked at $254K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.