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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return

HCR Wealth Advisors's BALL Position: Q1 2022 in Review

HCR Wealth Advisors sold out of Ball Corp (BALL) in Q1 2022, closing a stake of 2,178 shares — an estimated $210K sold.

HCR Wealth Advisors first reported a position in BALL in Q4 2016 and held it in 15 quarters. The position peaked at $494K in Q4 2020. 759 funds tracked by Wall St. Rank hold BALL as of Q1 2022.

  • HCR Wealth Advisors reported no remaining Ball Corp position as of Q1 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 2,178 Ball Corp shares in Q1 2022, an estimated $210K.
  • HCR Wealth Advisors first reported a position in Ball Corp in Q4 2016 and held it in 15 quarters.
  • HCR Wealth Advisors's Ball Corp position peaked at $494K in Q4 2020.
  • 759 funds tracked by Wall St. Rank held Ball Corp as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.