HHM Wealth Advisors’s Centerspace CSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-79	Closed	-$6K	–	677
2022 Q2	$6K	Hold	79	–	–	﹤0.01%	608
2022 Q1	$8K	Buy	+79	New	+$7.67K	﹤0.01%	560

Other funds holding CSR

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HHM Wealth Advisors's CSR Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Centerspace (CSR) in Q3 2022, closing a stake of 79 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in CSR in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 164 funds tracked by Wall St. Rank hold CSR as of Q3 2022.

HHM Wealth Advisors reported no remaining Centerspace position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 79 Centerspace shares in Q3 2022, an estimated $6K.
HHM Wealth Advisors first reported a position in Centerspace in Q1 2022 and held it in 2 quarters.
HHM Wealth Advisors's Centerspace position peaked at $8K in Q1 2022.
164 funds tracked by Wall St. Rank held Centerspace as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.