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Beaird Harris Wealth Management’s Hertz HTZ Stock Holding History

Beaird Harris Wealth Management’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4
Closed -$66 – 486
2023
Q1 		$66 Buy
+4
New +$70 ﹤0.01% 476

Other funds holding HTZ

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beaird Harris Wealth Management's HTZ Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Hertz (HTZ) in Q2 2023, closing a stake of 4 shares — an estimated $66 sold.

Beaird Harris Wealth Management first reported a position in HTZ in Q1 2023 and held it in 1 quarter. The position peaked at $66 in Q1 2023. 263 funds tracked by Wall St. Rank hold HTZ as of Q2 2023.

  • Beaird Harris Wealth Management reported no remaining Hertz position as of Q2 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4 Hertz shares in Q2 2023, an estimated $66.
  • Beaird Harris Wealth Management first reported a position in Hertz in Q1 2023 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Hertz position peaked at $66 in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Hertz as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.