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Focused Wealth Management’s Hingham Institution for Saving HIFS Stock Holding History

Focused Wealth Management’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-68
Closed -$13.2K – 520
2023
Q4 		$13.2K Buy
+68
New +$11.7K ﹤0.01% 502

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focused Wealth Management's HIFS Position: Q1 2024 in Review

Focused Wealth Management sold out of Hingham Institution for Saving (HIFS) in Q1 2024, closing a stake of 68 shares — an estimated $13.2K sold.

Focused Wealth Management first reported a position in HIFS in Q4 2023 and held it in 1 quarter. The position peaked at $13.2K in Q4 2023. 86 funds tracked by Wall St. Rank hold HIFS as of Q1 2024.

  • Focused Wealth Management reported no remaining Hingham Institution for Saving position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 68 Hingham Institution for Saving shares in Q1 2024, an estimated $13.2K.
  • Focused Wealth Management first reported a position in Hingham Institution for Saving in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Hingham Institution for Saving position peaked at $13.2K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.