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HHM Wealth Advisors’s Ball Corp BALL Stock Holding History

HHM 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
2023
Q3 		– Sell
-282
Closed -$16.4K – 787
2023
Q2 		$16.4K Buy
+282
New +$15.3K ﹤0.01% 449
2021
Q3 		– Sell
-164
Closed -$13K – 627
2021
Q2 		$13K Hold
164
– – ﹤0.01% 451
2021
Q1 		$14K Hold
164
– – ﹤0.01% 416
2020
Q4 		$15K Hold
164
– – 0.01% 383
2020
Q3 		$14K Hold
164
– – 0.01% 351
2020
Q2 		$11K Buy
+164
New +$11.1K ﹤0.01% 356

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HHM Wealth Advisors's BALL Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Ball Corp (BALL) in Q3 2023, closing a stake of 282 shares — an estimated $16.4K sold.

HHM Wealth Advisors first reported a position in BALL in Q2 2020 and held it in 6 quarters. The position peaked at $16.4K in Q2 2023. 653 funds tracked by Wall St. Rank hold BALL as of Q3 2023.

  • HHM Wealth Advisors reported no remaining Ball Corp position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 282 Ball Corp shares in Q3 2023, an estimated $16.4K.
  • HHM Wealth Advisors first reported a position in Ball Corp in Q2 2020 and held it in 6 quarters.
  • HHM Wealth Advisors's Ball Corp position peaked at $16.4K in Q2 2023.
  • 653 funds tracked by Wall St. Rank held Ball Corp as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.