CAPTRUST Financial Advisors
HCKT icon

CAPTRUST Financial Advisors’s Hackett Group HCKT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HCKT Stock Details HCKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,575
Closed -$427K – 2223
2024
Q1 		$427K Sell
17,575
-697
-4% -$16.5K ﹤0.01% 1570
2023
Q4 		$416K Buy
18,272
+579
+3% +$13.1K ﹤0.01% 1878
2023
Q3 		$417K Buy
17,693
+1,567
+10% +$36.5K ﹤0.01% 1766
2023
Q2 		$360K Buy
16,126
+190
+1% +$3.72K ﹤0.01% 1839
2023
Q1 		$294K Buy
15,936
+273
+2% +$5.5K ﹤0.01% 1759
2022
Q4 		$319K Buy
15,663
+241
+2% +$5.09K ﹤0.01% 1602
2022
Q3 		$273K Buy
+15,422
New +$313K ﹤0.01% 1608
2022
Q2 		– Sell
-2,655
Closed -$62K – 5013
2022
Q1 		$62K Hold
2,655
– – ﹤0.01% 2630
2021
Q4 		$55K Hold
2,655
– – ﹤0.01% 2589
2021
Q3 		$52K Hold
2,655
– – ﹤0.01% 2547
2021
Q2 		$48K Sell
2,655
-4,485
-63% -$78K ﹤0.01% 2539
2021
Q1 		$118K Sell
7,140
-2,850
-29% -$44.1K ﹤0.01% 1837
2020
Q4 		$144K Buy
9,990
+615
+7% +$8.52K ﹤0.01% 1338
2020
Q3 		$108K Hold
9,375
– – ﹤0.01% 1308
2020
Q2 		$127K Sell
9,375
-1,615
-15% -$22.3K ﹤0.01% 1230
2020
Q1 		$134K Hold
10,990
– – ﹤0.01% 1004
2019
Q4 		$178K Buy
+10,990
New +$175K ﹤0.01% 986

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TI
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RA
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Bank of America
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
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State Street
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