AJ Wealth Strategies’s HCI Group HCI Stock Holding History

AJ Wealth Strategies’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,438	Closed	-$213K	–	310
2022 Q3	$213K	Hold	5,438	–	–	0.01%	274
2022 Q2	$368K	Hold	5,438	–	–	0.02%	214
2022 Q1	$371K	Hold	5,438	–	–	0.02%	231
2021 Q4	$454K	Hold	5,438	–	–	0.02%	206
2021 Q3	$602K	Buy	+5,438	New	+$567K	0.03%	170

Other funds holding HCI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

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

AJ Wealth Strategies's HCI Position: Q4 2022 in Review

AJ Wealth Strategies sold out of HCI Group (HCI) in Q4 2022, closing a stake of 5,438 shares — an estimated $213K sold.

AJ Wealth Strategies first reported a position in HCI in Q3 2021 and held it in 5 quarters. The position peaked at $602K in Q3 2021. 112 funds tracked by Wall St. Rank hold HCI as of Q4 2022.

AJ Wealth Strategies reported no remaining HCI Group position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 5,438 HCI Group shares in Q4 2022, an estimated $213K.
AJ Wealth Strategies first reported a position in HCI Group in Q3 2021 and held it in 5 quarters.
AJ Wealth Strategies's HCI Group position peaked at $602K in Q3 2021.
112 funds tracked by Wall St. Rank held HCI Group as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.