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HHM Wealth Advisors’s Cabot Corp CBT Stock Holding History

HHM Wealth Advisors’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-89
Closed -$8.21K – 796
2024
Q1 		$8.21K Hold
89
– – ﹤0.01% 555
2023
Q4 		$7.43K Hold
89
– – ﹤0.01% 568
2023
Q3 		$6.17K Hold
89
– – ﹤0.01% 602
2023
Q2 		$5.95K Hold
89
– – ﹤0.01% 638
2023
Q1 		$6.82K Buy
+89
New +$6.67K ﹤0.01% 589

Other funds holding CBT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 CBT Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Cabot Corp (CBT) in Q2 2024, closing a stake of 89 shares — an estimated $8.21K sold.

HHM Wealth Advisors first reported a position in CBT in Q1 2023 and held it in 5 quarters. The position peaked at $8.21K in Q1 2024. 387 funds tracked by Wall St. Rank hold CBT as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Cabot Corp position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 89 Cabot Corp shares in Q2 2024, an estimated $8.21K.
  • HHM Wealth Advisors first reported a position in Cabot Corp in Q1 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's Cabot Corp position peaked at $8.21K in Q1 2024.
  • 387 funds tracked by Wall St. Rank held Cabot Corp as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.