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Core Wealth Advisors (Florida)’s Herc Holdings HRI Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3
Closed -$342 – 255
2023
Q1 		$342 Buy
+3
New +$414 ﹤0.01% 250

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Core Wealth Advisors (Florida)'s HRI Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Herc Holdings (HRI) in Q2 2023, closing a stake of 3 shares — an estimated $342 sold.

Core Wealth Advisors (Florida) first reported a position in HRI in Q1 2023 and held it in 1 quarter. The position peaked at $342 in Q1 2023. 259 funds tracked by Wall St. Rank hold HRI as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining Herc Holdings position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 3 Herc Holdings shares in Q2 2023, an estimated $342.
  • Core Wealth Advisors (Florida) first reported a position in Herc Holdings in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Herc Holdings position peaked at $342 in Q1 2023.
  • 259 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.