HWA
ATVI

HCR Wealth Advisors’s Activision Blizzard ATVI Stock Holding History

HCR Wealth Advisors’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,518
Closed -$517K – 217
2023
Q3 		$517K Hold
5,518
– – 0.11% 103
2023
Q2 		$465K Hold
5,518
– – 0.09% 115
2023
Q1 		$472K Hold
5,518
– – 0.09% 115
2022
Q4 		$422K Hold
5,518
– – 0.09% 119
2022
Q3 		$410K Hold
5,518
– – 0.09% 119
2022
Q2 		$430K Sell
5,518
-1
-0% -$78 0.09% 120
2022
Q1 		$442K Hold
5,519
– – 0.07% 134
2021
Q4 		$367K Buy
5,519
+215
+4% +$14.7K 0.06% 155
2021
Q3 		$410K Buy
5,304
+209
+4% +$17.5K 0.07% 149
2021
Q2 		$486K Buy
+5,095
New +$483K 0.08% 131
2021
Q1 		– Sell
-3,289
Closed -$305K – 295
2020
Q4 		$305K Sell
3,289
-125
-4% -$10.2K 0.06% 145
2020
Q3 		$276K Sell
3,414
-250
-7% -$20.3K 0.06% 135
2020
Q2 		$283K Buy
3,664
+66
+2% +$4.6K 0.07% 128
2020
Q1 		$214K Buy
+3,598
New +$214K 0.06% 143
2019
Q1 		– Sell
-4,408
Closed -$205K – 203
2018
Q4 		$205K Hold
4,408
– – 0.07% 147
2018
Q3 		$325K Sell
4,408
-50
-1% -$3.79K 0.11% 123
2018
Q2 		$331K Buy
4,458
+210
+5% +$14.9K 0.11% 130
2018
Q1 		$287K Sell
4,248
-100
-2% -$7.06K 0.1% 136
2017
Q4 		$275K Buy
+4,348
New +$275K 0.1% 140

Other funds holding ATVI

BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.76B AUM 40.73% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

HCR Wealth Advisors's ATVI Position: Q4 2023 in Review

HCR Wealth Advisors sold out of Activision Blizzard (ATVI) in Q4 2023, closing a stake of 5,518 shares — an estimated $517K sold.

HCR Wealth Advisors first reported a position in ATVI in Q4 2017 and held it in 19 quarters. The position peaked at $517K in Q3 2023. 12 funds tracked by Wall St. Rank hold ATVI as of Q4 2023.

  • HCR Wealth Advisors reported no remaining Activision Blizzard position as of Q4 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 5,518 Activision Blizzard shares in Q4 2023, an estimated $517K.
  • HCR Wealth Advisors first reported a position in Activision Blizzard in Q4 2017 and held it in 19 quarters.
  • HCR Wealth Advisors's Activision Blizzard position peaked at $517K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Activision Blizzard as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.