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HHM Wealth Advisors’s ESCO Technologies ESE Stock Holding History

HHM Wealth Advisors’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$20.7K – 793
2023
Q2 		$20.7K Hold
200
– – ﹤0.01% 415
2023
Q1 		$19.1K Hold
200
– – ﹤0.01% 423
2022
Q4 		$17.5K Hold
200
– – ﹤0.01% 379
2022
Q3 		$15K Hold
200
– – ﹤0.01% 381
2022
Q2 		$14K Hold
200
– – ﹤0.01% 476
2022
Q1 		$14K Hold
200
– – ﹤0.01% 496
2021
Q4 		$18K Buy
+200
New +$17.3K ﹤0.01% 440

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

HHM Wealth Advisors's ESE Position: Q3 2023 in Review

HHM Wealth Advisors sold out of ESCO Technologies (ESE) in Q3 2023, closing a stake of 200 shares — an estimated $20.7K sold.

HHM Wealth Advisors first reported a position in ESE in Q4 2021 and held it in 7 quarters. The position peaked at $20.7K in Q2 2023. 203 funds tracked by Wall St. Rank hold ESE as of Q3 2023.

  • HHM Wealth Advisors reported no remaining ESCO Technologies position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 200 ESCO Technologies shares in Q3 2023, an estimated $20.7K.
  • HHM Wealth Advisors first reported a position in ESCO Technologies in Q4 2021 and held it in 7 quarters.
  • HHM Wealth Advisors's ESCO Technologies position peaked at $20.7K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.