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Benjamin F. Edwards & Company’s HCI Group HCI Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1K Sell
15
-5
-25% -$521 ﹤0.01% 2095
2024
Q1 		$2K Buy
+20
New +$1.96K ﹤0.01% 2021

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

Benjamin F. Edwards & Company's HCI Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its HCI Group (HCI) stake by 25% in Q2 2024, selling an estimated $521 and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Benjamin F. Edwards & Company first reported a position in HCI in Q1 2024 and has held it in 2 quarters since. The position peaked at $2K in Q1 2024. 200 funds tracked by Wall St. Rank hold HCI as of Q2 2024.

  • Benjamin F. Edwards & Company held 15 shares of HCI Group worth $1K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 5 HCI Group shares in Q2 2024, an estimated $521.
  • HCI Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2095 holding.
  • Benjamin F. Edwards & Company first reported a position in HCI Group in Q1 2024 and has held it in 2 quarters since.
  • Benjamin F. Edwards & Company's HCI Group position peaked at $2K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held HCI Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.