HWA
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HCR Wealth Advisors’s Ball Corp BALL Stock Holding History

HCR Wealth Advisors’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,178
Closed -$210K – 189
2021
Q4 		$210K Buy
+2,178
New +$201K 0.03% 190
2021
Q1 		– Sell
-5,297
Closed -$494K – 181
2020
Q4 		$494K Sell
5,297
-49
-0.9% -$4.53K 0.1% 120
2020
Q3 		$441K Buy
5,346
+50
+0.9% +$3.85K 0.1% 111
2020
Q2 		$374K Sell
5,296
-550
-9% -$37.2K 0.09% 110
2020
Q1 		$376K Buy
+5,846
New +$409K 0.11% 104
2019
Q4 		– Sell
-5,837
Closed -$422K – 238
2019
Q3 		$422K Sell
5,837
-748
-11% -$55.7K 0.14% 103
2019
Q2 		$461K Sell
6,585
-985
-13% -$61.2K 0.13% 102
2019
Q1 		$422K Sell
7,570
-1,454
-16% -$77.5K 0.12% 117
2018
Q4 		$414K Buy
9,024
+4
+0% +$187 0.13% 109
2018
Q3 		$406K Sell
9,020
-27
-0.3% -$1.1K 0.13% 111
2018
Q2 		$322K Sell
9,047
-484
-5% -$18.5K 0.11% 132
2018
Q1 		$368K Buy
+9,531
New +$373K 0.13% 126
2017
Q4 		– Sell
-9,522
Closed -$382K – 172
2017
Q3 		$382K Buy
+9,522
New +$390K 0.16% 113
2017
Q2 		– Sell
-9,804
Closed -$344K – 151
2017
Q1 		$344K Buy
9,804
+202
+2% +$7.54K 0.18% 105
2016
Q4 		$340K Buy
+9,602
New +$371K 0.18% 101

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return