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Accurate Wealth Management’s Herc Holdings HRI Stock Holding History

Accurate Wealth Management’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-52
Closed -$7.63K – 764
2022
Q4 		$7.63K Buy
+52
New +$6.39K ﹤0.01% 926

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Accurate Wealth Management's HRI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Herc Holdings (HRI) in Q1 2023, closing a stake of 52 shares — an estimated $7.63K sold.

Accurate Wealth Management first reported a position in HRI in Q4 2022 and held it in 1 quarter. The position peaked at $7.63K in Q4 2022. 274 funds tracked by Wall St. Rank hold HRI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Herc Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 52 Herc Holdings shares in Q1 2023, an estimated $7.63K.
  • Accurate Wealth Management first reported a position in Herc Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Herc Holdings position peaked at $7.63K in Q4 2022.
  • 274 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.