BWA
HI

BDO Wealth Advisors’s Hillenbrand HI Stock Holding History

BDO Wealth Advisors’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-31
Closed -$1K – 1073
2022
Q2 		$1K Hold
31
– – ﹤0.01% 979
2022
Q1 		$1K Hold
31
– – ﹤0.01% 994
2021
Q4 		$2K Hold
31
– – ﹤0.01% 945
2021
Q3 		$1K Hold
31
– – ﹤0.01% 1001
2021
Q2 		$1K Hold
31
– – ﹤0.01% 1050
2021
Q1 		$1K Hold
31
– – ﹤0.01% 1071
2020
Q4 		$1K Hold
31
– – ﹤0.01% 851
2020
Q3 		$1K Buy
+31
New +$917 ﹤0.01% 773

Other funds holding HI

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's HI Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Hillenbrand (HI) in Q3 2022, closing a stake of 31 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in HI in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 277 funds tracked by Wall St. Rank hold HI as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Hillenbrand position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 31 Hillenbrand shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Hillenbrand in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Hillenbrand position peaked at $2K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.