HWA
HI

Heritage Wealth Advisors’s Hillenbrand HI Stock Holding History

Heritage Wealth Advisors’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-46
Closed -$2.03K – 553
2021
Q2 		$2.03K Hold
46
– – ﹤0.01% 508
2021
Q1 		$2.19K Hold
46
– – ﹤0.01% 518
2020
Q4 		$2K Buy
+46
New +$1.59K ﹤0.01% 512

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Heritage Wealth Advisors's HI Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Hillenbrand (HI) in Q3 2021, closing a stake of 46 shares — an estimated $2.03K sold.

Heritage Wealth Advisors first reported a position in HI in Q4 2020 and held it in 3 quarters. The position peaked at $2.19K in Q1 2021. 265 funds tracked by Wall St. Rank hold HI as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Hillenbrand position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 46 Hillenbrand shares in Q3 2021, an estimated $2.03K.
  • Heritage Wealth Advisors first reported a position in Hillenbrand in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Hillenbrand position peaked at $2.19K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.