HHM Wealth Advisors’s Americold COLD Stock Holding History

HHM Wealth Advisors’s Portfolio COLD Stock Details COLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-90	Closed	-$2.56K	–	818
2023 Q1	$2.56K	Hold	90	–	–	﹤0.01%	706
2022 Q4	$2.55K	Buy	+90	New	+$2.42K	﹤0.01%	584

Other funds holding COLD

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Americold (COLD) in Q2 2023, closing a stake of 90 shares — an estimated $2.56K sold.

HHM Wealth Advisors first reported a position in COLD in Q4 2022 and held it in 2 quarters. The position peaked at $2.56K in Q1 2023. 326 funds tracked by Wall St. Rank hold COLD as of Q2 2023.

HHM Wealth Advisors reported no remaining Americold position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 90 Americold shares in Q2 2023, an estimated $2.56K.
HHM Wealth Advisors first reported a position in Americold in Q4 2022 and held it in 2 quarters.
HHM Wealth Advisors's Americold position peaked at $2.56K in Q1 2023.
326 funds tracked by Wall St. Rank held Americold as of Q2 2023.

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