HHM Wealth Advisors’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-170	Closed	-$995	–	822
2023 Q1	$995	Hold	170	–	–	﹤0.01%	772
2022 Q4	$993	Buy	+170	New	+$1.02K	﹤0.01%	649

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 170 shares — an estimated $995 sold.

HHM Wealth Advisors first reported a position in ERIC in Q4 2022 and held it in 2 quarters. The position peaked at $995 in Q1 2023. 249 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

HHM Wealth Advisors reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 170 Ericsson shares in Q2 2023, an estimated $995.
HHM Wealth Advisors first reported a position in Ericsson in Q4 2022 and held it in 2 quarters.
HHM Wealth Advisors's Ericsson position peaked at $995 in Q1 2023.
249 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

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