4Wealth Advisors’s Heidrick & Struggles HSII Stock Holding History

4Wealth Advisors’s Portfolio HSII Stock Details HSII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,245	Closed	-$365K	–	138
2024 Q4	$365K	Buy	+8,245	New	+$352K	0.37%	92

Other funds holding HSII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

4Wealth Advisors's HSII Position: Q1 2025 in Review

4Wealth Advisors sold out of Heidrick & Struggles (HSII) in Q1 2025, closing a stake of 8,245 shares — an estimated $365K sold.

4Wealth Advisors first reported a position in HSII in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 206 funds tracked by Wall St. Rank hold HSII as of Q1 2025.

4Wealth Advisors reported no remaining Heidrick & Struggles position as of Q1 2025 after selling out during the quarter.
4Wealth Advisors sold 8,245 Heidrick & Struggles shares in Q1 2025, an estimated $365K.
4Wealth Advisors first reported a position in Heidrick & Struggles in Q4 2024 and held it in 1 quarter.
4Wealth Advisors's Heidrick & Struggles position peaked at $365K in Q4 2024.
206 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2025.

Based on 4Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.