Ellevest Inc’s Helios and Matheson Analytics Inc. HMNY Stock Holding History

Ellevest Inc’s Portfolio HMNY Stock Details HMNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,000	Closed	–	–	2137
2022 Q4	$0	Buy	+2,000	New	–	﹤0.01%	2020

Other funds holding HMNY

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Ellevest Inc's HMNY Position: Q1 2023 in Review

Ellevest Inc sold out of Helios and Matheson Analytics Inc. (HMNY) in Q1 2023, closing a stake of 2,000 shares.

Ellevest Inc first reported a position in HMNY in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 4 funds tracked by Wall St. Rank hold HMNY as of Q1 2023.

Ellevest Inc reported no remaining Helios and Matheson Analytics Inc. position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 2,000 Helios and Matheson Analytics Inc. shares in Q1 2023.
Ellevest Inc first reported a position in Helios and Matheson Analytics Inc. in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Helios and Matheson Analytics Inc. position peaked at $0 in Q4 2022.
4 funds tracked by Wall St. Rank held Helios and Matheson Analytics Inc. as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.