HWA
ENS icon

HHM Wealth Advisors’s EnerSys ENS Stock Holding History

HHM Wealth Advisors’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-67
Closed -$6.33K – 803
2024
Q1 		$6.33K Hold
67
– – ﹤0.01% 597
2023
Q4 		$6.76K Hold
67
– – ﹤0.01% 589
2023
Q3 		$6.34K Hold
67
– – ﹤0.01% 593
2023
Q2 		$7.27K Hold
67
– – ﹤0.01% 599
2023
Q1 		$5.82K Buy
+67
New +$5.64K ﹤0.01% 622

Other funds holding ENS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HHM Wealth Advisors's ENS Position: Q2 2024 in Review

HHM Wealth Advisors sold out of EnerSys (ENS) in Q2 2024, closing a stake of 67 shares — an estimated $6.33K sold.

HHM Wealth Advisors first reported a position in ENS in Q1 2023 and held it in 5 quarters. The position peaked at $7.27K in Q2 2023. 363 funds tracked by Wall St. Rank hold ENS as of Q2 2024.

  • HHM Wealth Advisors reported no remaining EnerSys position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 67 EnerSys shares in Q2 2024, an estimated $6.33K.
  • HHM Wealth Advisors first reported a position in EnerSys in Q1 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's EnerSys position peaked at $7.27K in Q2 2023.
  • 363 funds tracked by Wall St. Rank held EnerSys as of Q2 2024.

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