Aprio Wealth Management’s Honda HMC Stock Holding History

Aprio Wealth Management’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,902	Closed	-$294K	–	264
2024 Q1	$294K	Sell	7,902 -35	-0.4%	-$1.2K	0.06%	157
2023 Q4	$245K	Buy	+7,937	New	+$251K	0.05%	163

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aprio Wealth Management's HMC Position: Q2 2024 in Review

Aprio Wealth Management sold out of Honda (HMC) in Q2 2024, closing a stake of 7,902 shares — an estimated $294K sold.

Aprio Wealth Management first reported a position in HMC in Q4 2023 and held it in 2 quarters. The position peaked at $294K in Q1 2024. 358 funds tracked by Wall St. Rank hold HMC as of Q2 2024.

Aprio Wealth Management reported no remaining Honda position as of Q2 2024 after selling out during the quarter.
Aprio Wealth Management sold 7,902 Honda shares in Q2 2024, an estimated $294K.
Aprio Wealth Management first reported a position in Honda in Q4 2023 and held it in 2 quarters.
Aprio Wealth Management's Honda position peaked at $294K in Q1 2024.
358 funds tracked by Wall St. Rank held Honda as of Q2 2024.

Based on Aprio Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2024.