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HHM Wealth Advisors’s Douglas Elliman DOUG Stock Holding History

HHM Wealth Advisors’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-804
Closed -$1.47K – 1023
2024
Q3 		$1.47K Sell
804
-558
-41% -$957 ﹤0.01% 718
2024
Q2 		$1.58K Hold
1,362
– – ﹤0.01% 719
2024
Q1 		$2.15K Hold
1,362
– – ﹤0.01% 682
2023
Q4 		$4.02K Hold
1,362
– – ﹤0.01% 642
2023
Q3 		$3.08K Hold
1,362
– – ﹤0.01% 689
2023
Q2 		$3.02K Sell
1,362
-2
-0.1% -$5 ﹤0.01% 711
2023
Q1 		$4.04K Hold
1,364
– – ﹤0.01% 670
2022
Q4 		$5.29K Hold
1,364
– – ﹤0.01% 529
2022
Q3 		$5K Hold
1,364
– – ﹤0.01% 523
2022
Q2 		$6K Hold
1,364
– – ﹤0.01% 610
2022
Q1 		$9K Hold
1,364
– – ﹤0.01% 546
2021
Q4 		$15K Buy
+1,364
New +$15.3K ﹤0.01% 468

Other funds holding DOUG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HHM Wealth Advisors's DOUG Position: Q4 2024 in Review

HHM Wealth Advisors sold out of Douglas Elliman (DOUG) in Q4 2024, closing a stake of 804 shares — an estimated $1.47K sold.

HHM Wealth Advisors first reported a position in DOUG in Q4 2021 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 124 funds tracked by Wall St. Rank hold DOUG as of Q4 2024.

  • HHM Wealth Advisors reported no remaining Douglas Elliman position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 804 Douglas Elliman shares in Q4 2024, an estimated $1.47K.
  • HHM Wealth Advisors first reported a position in Douglas Elliman in Q4 2021 and held it in 12 quarters.
  • HHM Wealth Advisors's Douglas Elliman position peaked at $15K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Douglas Elliman as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.