Advocacy Wealth Management Services’s Honeywell HON Stock Holding History

Advocacy Wealth Management Services’s Portfolio HON Stock Details HON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-72	Closed	-$11K	–	143
2020 Q3	$11K	Sell	72 -66	-48%	-$9.81K	﹤0.01%	109
2020 Q2	$19K	Sell	138 -85	-38%	-$11.2K	﹤0.01%	87
2020 Q1	$27K	Buy	223 +39	+21%	+$6.03K	0.01%	57
2019 Q4	$31K	Sell	184 -5	-3%	-$817	0.01%	69
2019 Q3	$30K	Hold	189	–	–	0.02%	65
2019 Q2	$31K	Sell	189 -34	-15%	-$5.41K	0.02%	59
2019 Q1	$34K	Hold	223	–	–	0.04%	42
2018 Q4	$28K	Sell	223 -9	-4%	-$1.23K	0.02%	64
2018 Q3	$35K	Hold	232	–	–	0.02%	56
2018 Q2	$30K	Buy	232 +83	+56%	+$11K	0.02%	59
2018 Q1	$20K	Hold	149	–	–	0.01%	88
2017 Q4	$21K	Sell	149 -62	-29%	-$8.32K	0.01%	106
2017 Q3	$27K	Hold	211	–	–	0.01%	106
2017 Q2	$25K	Hold	211	–	–	0.01%	115
2017 Q1	$24K	Hold	211	–	–	0.01%	134
2016 Q4	$22K	Sell	211 -243	-54%	-$24.7K	0.01%	135
2016 Q3	$48K	Buy	454 +176	+63%	+$18.4K	0.02%	118
2016 Q2	$29K	Sell	278 -22	-7%	-$2.26K	0.01%	191
2016 Q1	$30K	Buy	300 +142	+90%	+$13.3K	0.02%	235
2015 Q4	$15K	Buy	+158	New	+$14.5K	0.02%	303

Other funds holding HON

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advocacy Wealth Management Services's HON Position: Q4 2020 in Review

Advocacy Wealth Management Services sold out of Honeywell (HON) in Q4 2020, closing a stake of 72 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in HON in Q4 2015 and held it in 20 quarters. The position peaked at $48K in Q3 2016. 2,171 funds tracked by Wall St. Rank hold HON as of Q4 2020.

Advocacy Wealth Management Services reported no remaining Honeywell position as of Q4 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 72 Honeywell shares in Q4 2020, an estimated $11K.
Advocacy Wealth Management Services first reported a position in Honeywell in Q4 2015 and held it in 20 quarters.
Advocacy Wealth Management Services's Honeywell position peaked at $48K in Q3 2016.
2,171 funds tracked by Wall St. Rank held Honeywell as of Q4 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2020, filed 6 Jan 2021.