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BDO Wealth Advisors’s Humana HUM Stock Holding History

BDO Wealth Advisors’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11
Closed -$5K – 1077
2021
Q2 		$5K Hold
11
– – ﹤0.01% 857
2021
Q1 		$5K Sell
11
-5
-31% -$2K ﹤0.01% 838
2020
Q4 		$7K Hold
16
– – ﹤0.01% 591
2020
Q3 		$7K Buy
16
+11
+220% +$4.42K ﹤0.01% 521
2020
Q2 		$2K Sell
5
-70
-93% -$26.2K ﹤0.01% 626
2020
Q1 		$24K Buy
+75
New +$25.3K ﹤0.01% 423

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BDO Wealth Advisors's HUM Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Humana (HUM) in Q3 2021, closing a stake of 11 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in HUM in Q1 2020 and held it in 6 quarters. The position peaked at $24K in Q1 2020. 853 funds tracked by Wall St. Rank hold HUM as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Humana position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 11 Humana shares in Q3 2021, an estimated $5K.
  • BDO Wealth Advisors first reported a position in Humana in Q1 2020 and held it in 6 quarters.
  • BDO Wealth Advisors's Humana position peaked at $24K in Q1 2020.
  • 853 funds tracked by Wall St. Rank held Humana as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.