AWM
CHCI icon

Able Wealth Management’s Comstock Holding Companies CHCI Stock Holding History

Able Wealth Management’s Portfolio CHCI Stock Details CHCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-97
Closed -$430 – 158
2023
Q4 		$430 Buy
+97
New +$419 ﹤0.01% 559

Other funds holding CHCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Able Wealth Management's CHCI Position: Q1 2024 in Review

Able Wealth Management sold out of Comstock Holding Companies (CHCI) in Q1 2024, closing a stake of 97 shares — an estimated $430 sold.

Able Wealth Management first reported a position in CHCI in Q4 2023 and held it in 1 quarter. The position peaked at $430 in Q4 2023. 14 funds tracked by Wall St. Rank hold CHCI as of Q1 2024.

  • Able Wealth Management reported no remaining Comstock Holding Companies position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 97 Comstock Holding Companies shares in Q1 2024, an estimated $430.
  • Able Wealth Management first reported a position in Comstock Holding Companies in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Comstock Holding Companies position peaked at $430 in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Comstock Holding Companies as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.