HWA
ARR

HHM Wealth Advisors’s Armour Residential REIT ARR Stock Holding History

HHM Wealth Advisors’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-186
Closed -$3.6K – 784
2024
Q2 		$3.6K Hold
186
– – ﹤0.01% 666
2024
Q1 		$3.68K Hold
186
– – ﹤0.01% 650
2023
Q4 		$3.59K Hold
186
– – ﹤0.01% 654
2023
Q3 		$3.95K Hold
186
– – ﹤0.01% 665
2023
Q2 		$4.96K Hold
186
– – ﹤0.01% 657
2023
Q1 		$4.88K Hold
186
– – ﹤0.01% 645
2022
Q4 		$5.24K Sell
186
-9
-5% -$246 ﹤0.01% 530
2022
Q3 		$5K Hold
195
– – ﹤0.01% 519
2022
Q2 		$7K Buy
+195
New +$7.23K ﹤0.01% 587

Other funds holding ARR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HHM Wealth Advisors's ARR Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Armour Residential REIT (ARR) in Q3 2024, closing a stake of 186 shares — an estimated $3.6K sold.

HHM Wealth Advisors first reported a position in ARR in Q2 2022 and held it in 9 quarters. The position peaked at $7K in Q2 2022. 169 funds tracked by Wall St. Rank hold ARR as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Armour Residential REIT position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 186 Armour Residential REIT shares in Q3 2024, an estimated $3.6K.
  • HHM Wealth Advisors first reported a position in Armour Residential REIT in Q2 2022 and held it in 9 quarters.
  • HHM Wealth Advisors's Armour Residential REIT position peaked at $7K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Armour Residential REIT as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.