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Angeles Wealth Management’s Herc Holdings HRI Stock Holding History

Angeles 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
2022
Q2 		– Sell
-4,305
Closed -$719K – 204
2022
Q1 		$719K Buy
+4,305
New +$680K 0.14% 85

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Angeles Wealth Management's HRI Position: Q2 2022 in Review

Angeles Wealth Management sold out of Herc Holdings (HRI) in Q2 2022, closing a stake of 4,305 shares — an estimated $719K sold.

Angeles Wealth Management first reported a position in HRI in Q1 2022 and held it in 1 quarter. The position peaked at $719K in Q1 2022. 244 funds tracked by Wall St. Rank hold HRI as of Q2 2022.

  • Angeles Wealth Management reported no remaining Herc Holdings position as of Q2 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 4,305 Herc Holdings shares in Q2 2022, an estimated $719K.
  • Angeles Wealth Management first reported a position in Herc Holdings in Q1 2022 and held it in 1 quarter.
  • Angeles Wealth Management's Herc Holdings position peaked at $719K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2022.

Based on Angeles Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.