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HHM Wealth Advisors’s Astec Industries ASTE Stock Holding History

HHM Wealth Advisors’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$4.13K – 810
2023
Q1 		$4.13K Hold
100
– – ﹤0.01% 665
2022
Q4 		$4.07K Sell
100
-200
-67% -$8.07K ﹤0.01% 550
2022
Q3 		$9K Buy
300
+200
+200% +$8.13K ﹤0.01% 449
2022
Q2 		$4K Hold
100
– – ﹤0.01% 656
2022
Q1 		$4K Buy
+100
New +$5.55K ﹤0.01% 621

Other funds holding ASTE

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHM Wealth Advisors's ASTE Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Astec Industries (ASTE) in Q2 2023, closing a stake of 100 shares — an estimated $4.13K sold.

HHM Wealth Advisors first reported a position in ASTE in Q1 2022 and held it in 5 quarters. The position peaked at $9K in Q3 2022. 163 funds tracked by Wall St. Rank hold ASTE as of Q2 2023.

  • HHM Wealth Advisors reported no remaining Astec Industries position as of Q2 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 100 Astec Industries shares in Q2 2023, an estimated $4.13K.
  • HHM Wealth Advisors first reported a position in Astec Industries in Q1 2022 and held it in 5 quarters.
  • HHM Wealth Advisors's Astec Industries position peaked at $9K in Q3 2022.
  • 163 funds tracked by Wall St. Rank held Astec Industries as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.