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Ashton Thomas Private Wealth’s HCI Group HCI Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-100
Closed -$9.22K – 1135
2024
Q2 		$9.22K Buy
+100
New +$10.4K ﹤0.01% 1354

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ashton Thomas Private Wealth's HCI Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of HCI Group (HCI) in Q3 2024, closing a stake of 100 shares — an estimated $9.22K sold.

Ashton Thomas Private Wealth first reported a position in HCI in Q2 2024 and held it in 1 quarter. The position peaked at $9.22K in Q2 2024. 204 funds tracked by Wall St. Rank hold HCI as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining HCI Group position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 100 HCI Group shares in Q3 2024, an estimated $9.22K.
  • Ashton Thomas Private Wealth first reported a position in HCI Group in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's HCI Group position peaked at $9.22K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held HCI Group as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.