CWM
HMC icon

Cadence Wealth Management’s Honda HMC Stock Holding History

Cadence Wealth Management’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,587
Closed -$207K – 32
2022
Q2 		$207K Buy
8,587
+662
+8% +$16.9K 0.21% 28
2022
Q1 		$224K Sell
7,925
-135
-2% -$3.96K 0.17% 31
2021
Q4 		$229K Buy
+8,060
New +$234K 0.25% 30

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cadence Wealth Management's HMC Position: Q3 2022 in Review

Cadence Wealth Management sold out of Honda (HMC) in Q3 2022, closing a stake of 8,587 shares — an estimated $207K sold.

Cadence Wealth Management first reported a position in HMC in Q4 2021 and held it in 3 quarters. The position peaked at $229K in Q4 2021. 272 funds tracked by Wall St. Rank hold HMC as of Q3 2022.

  • Cadence Wealth Management reported no remaining Honda position as of Q3 2022 after selling out during the quarter.
  • Cadence Wealth Management sold 8,587 Honda shares in Q3 2022, an estimated $207K.
  • Cadence Wealth Management first reported a position in Honda in Q4 2021 and held it in 3 quarters.
  • Cadence Wealth Management's Honda position peaked at $229K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Honda as of Q3 2022.

Based on Cadence Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.