AWA
HSII

Arkadios Wealth Advisors’s Heidrick & Struggles HSII Stock Holding History

Arkadios Wealth Advisors’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,663
Closed -$208K – 1104
2021
Q3 		$208K Buy
4,663
+811
+21% +$34.2K 0.03% 497
2021
Q2 		$171K Buy
3,852
+3,701
+2,451% +$155K 0.02% 575
2021
Q1 		$5K Hold
151
– – ﹤0.01% 1362
2020
Q4 		$4K Sell
151
-1,333
-90% -$33.4K ﹤0.01% 1155
2020
Q3 		$33K Sell
1,484
-44
-3% -$925 0.02% 485
2020
Q2 		$31.3K Buy
1,528
+1,286
+531% +$28.3K 0.02% 460
2020
Q1 		$5.45K Hold
242
– – ﹤0.01% 766
2019
Q4 		$6.85K Buy
+242
New +$7.13K ﹤0.01% 654

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

Arkadios Wealth Advisors's HSII Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Heidrick & Struggles (HSII) in Q4 2021, closing a stake of 4,663 shares — an estimated $208K sold.

Arkadios Wealth Advisors first reported a position in HSII in Q4 2019 and held it in 8 quarters. The position peaked at $208K in Q3 2021. 183 funds tracked by Wall St. Rank hold HSII as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Heidrick & Struggles position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,663 Heidrick & Struggles shares in Q4 2021, an estimated $208K.
  • Arkadios Wealth Advisors first reported a position in Heidrick & Struggles in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Heidrick & Struggles position peaked at $208K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.