HWA
ASPN icon

HHM Wealth Advisors’s Aspen Aerogels ASPN Stock Holding History

HHM Wealth Advisors’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$1.28K – 865
2025
Q1 		$1.28K Hold
200
– – ﹤0.01% 806
2024
Q4 		$2.38K Hold
200
– – ﹤0.01% 733
2024
Q3 		$5.54K Hold
200
– – ﹤0.01% 638
2024
Q2 		$4.77K Hold
200
– – ﹤0.01% 638
2024
Q1 		$3.52K Hold
200
– – ﹤0.01% 655
2023
Q4 		$3.16K Hold
200
– – ﹤0.01% 662
2023
Q3 		$1.72K Hold
200
– – ﹤0.01% 723
2023
Q2 		$1.58K Hold
200
– – ﹤0.01% 741
2023
Q1 		$1.49K Hold
200
– – ﹤0.01% 747
2022
Q4 		$2.36K Buy
+200
New +$2.29K ﹤0.01% 591

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
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
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return