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Focused Wealth Management’s Hertz HTZ Stock Holding History

Focused 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
2023
Q4 		– Sell
-106
Closed -$1.3K – 1053
2023
Q3 		$1.3K Hold
106
– – ﹤0.01% 819
2023
Q2 		$1.95K Hold
106
– – ﹤0.01% 802
2023
Q1 		$1.73K Buy
+106
New +$1.85K ﹤0.01% 810

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Focused Wealth Management's HTZ Position: Q4 2023 in Review

Focused Wealth Management sold out of Hertz (HTZ) in Q4 2023, closing a stake of 106 shares — an estimated $1.3K sold.

Focused Wealth Management first reported a position in HTZ in Q1 2023 and held it in 3 quarters. The position peaked at $1.95K in Q2 2023. 269 funds tracked by Wall St. Rank hold HTZ as of Q4 2023.

  • Focused Wealth Management reported no remaining Hertz position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 106 Hertz shares in Q4 2023, an estimated $1.3K.
  • Focused Wealth Management first reported a position in Hertz in Q1 2023 and held it in 3 quarters.
  • Focused Wealth Management's Hertz position peaked at $1.95K in Q2 2023.
  • 269 funds tracked by Wall St. Rank held Hertz as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.