CAPTRUST Financial Advisors
HCM icon

CAPTRUST Financial Advisors’s HUTCHMED HCM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HCM Stock Details HCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-409
Closed -$5K – 2921
2022
Q2 		$5K Buy
409
+192
+88% +$2.44K ﹤0.01% 4086
2022
Q1 		$4K Buy
217
+139
+178% +$3.54K ﹤0.01% 4244
2021
Q4 		$3K Hold
78
– – ﹤0.01% 4273
2021
Q3 		$3K Buy
+78
New +$3.07K ﹤0.01% 4128

Other funds holding HCM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's HCM Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of HUTCHMED (HCM) in Q3 2022, closing a stake of 409 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in HCM in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 107 funds tracked by Wall St. Rank hold HCM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining HUTCHMED position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 409 HUTCHMED shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in HUTCHMED in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's HUTCHMED position peaked at $5K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held HUTCHMED as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.