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Glassman Wealth Services’s HCI Group HCI Stock Holding History

Glassman Wealth Services’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$1.14K – 881
2023
Q4 		$1.14K Hold
13
– – ﹤0.01% 1503
2023
Q3 		$706 Hold
13
– – ﹤0.01% 1660
2023
Q2 		$803 Hold
13
– – ﹤0.01% 1504
2023
Q1 		$697 Buy
+13
New +$653 ﹤0.01% 1551
2022
Q1 		– Sell
-8
Closed -$1K – 1759
2021
Q4 		$1K Hold
8
– – ﹤0.01% 1389
2021
Q3 		$1K Hold
8
– – ﹤0.01% 1364
2021
Q2 		$1K Buy
8
+6
+300% +$487 ﹤0.01% 1301
2021
Q1 		$0 Buy
+2
New +$126 ﹤0.01% 1498

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's HCI Position: Q1 2024 in Review

Glassman Wealth Services sold out of HCI Group (HCI) in Q1 2024, closing a stake of 13 shares — an estimated $1.14K sold.

Glassman Wealth Services first reported a position in HCI in Q1 2021 and held it in 8 quarters. The position peaked at $1.14K in Q4 2023. 193 funds tracked by Wall St. Rank hold HCI as of Q1 2024.

  • Glassman Wealth Services reported no remaining HCI Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 13 HCI Group shares in Q1 2024, an estimated $1.14K.
  • Glassman Wealth Services first reported a position in HCI Group in Q1 2021 and held it in 8 quarters.
  • Glassman Wealth Services's HCI Group position peaked at $1.14K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held HCI Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.