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Beaird Harris Wealth Management’s Herc Holdings HRI Stock Holding History

Beaird Harris Wealth Management’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$157K – 653
2021
Q4 		$157K Buy
+1,000
New +$176K 0.06% 124

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beaird Harris Wealth Management's HRI Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Herc Holdings (HRI) in Q1 2022, closing a stake of 1,000 shares — an estimated $157K sold.

Beaird Harris Wealth Management first reported a position in HRI in Q4 2021 and held it in 1 quarter. The position peaked at $157K in Q4 2021. 266 funds tracked by Wall St. Rank hold HRI as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Herc Holdings position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,000 Herc Holdings shares in Q1 2022, an estimated $157K.
  • Beaird Harris Wealth Management first reported a position in Herc Holdings in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Herc Holdings position peaked at $157K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.