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HHM Wealth Advisors’s Duluth Holdings DLTH Stock Holding History

HHM Wealth Advisors’s Portfolio DLTH Stock Details DLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$6.18K – 817
2022
Q4 		$6.18K Buy
+1,000
New +$7.5K ﹤0.01% 514

Other funds holding DLTH

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HHM Wealth Advisors's DLTH Position: Q1 2023 in Review

HHM Wealth Advisors sold out of Duluth Holdings (DLTH) in Q1 2023, closing a stake of 1,000 shares — an estimated $6.18K sold.

HHM Wealth Advisors first reported a position in DLTH in Q4 2022 and held it in 1 quarter. The position peaked at $6.18K in Q4 2022. 94 funds tracked by Wall St. Rank hold DLTH as of Q1 2023.

  • HHM Wealth Advisors reported no remaining Duluth Holdings position as of Q1 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,000 Duluth Holdings shares in Q1 2023, an estimated $6.18K.
  • HHM Wealth Advisors first reported a position in Duluth Holdings in Q4 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's Duluth Holdings position peaked at $6.18K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Duluth Holdings as of Q1 2023.

Based on HHM Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.