CWM
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Castle Wealth Management’s Hertz HTZ Stock Holding History

Castle 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
2022
Q4 		– Sell
-500
Closed -$8K – 335
2022
Q3 		$8K Hold
500
– – ﹤0.01% 447
2022
Q2 		$8K Buy
+500
New +$9.87K ﹤0.01% 435

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Castle Wealth Management's HTZ Position: Q4 2022 in Review

Castle Wealth Management sold out of Hertz (HTZ) in Q4 2022, closing a stake of 500 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in HTZ in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 243 funds tracked by Wall St. Rank hold HTZ as of Q4 2022.

  • Castle Wealth Management reported no remaining Hertz position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 500 Hertz shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in Hertz in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Hertz position peaked at $8K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Hertz as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.