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HHM Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

HHM Wealth Advisors’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-350
Closed -$17K – 705
2022
Q2 		$17K Sell
350
-32
-8% -$1.75K ﹤0.01% 449
2022
Q1 		$24K Buy
+382
New +$22.9K 0.01% 414

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HHM Wealth Advisors's FR Position: Q3 2022 in Review

HHM Wealth Advisors sold out of First Industrial Realty Trust (FR) in Q3 2022, closing a stake of 350 shares — an estimated $17K sold.

HHM Wealth Advisors first reported a position in FR in Q1 2022 and held it in 2 quarters. The position peaked at $24K in Q1 2022. 344 funds tracked by Wall St. Rank hold FR as of Q3 2022.

  • HHM Wealth Advisors reported no remaining First Industrial Realty Trust position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 350 First Industrial Realty Trust shares in Q3 2022, an estimated $17K.
  • HHM Wealth Advisors first reported a position in First Industrial Realty Trust in Q1 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's First Industrial Realty Trust position peaked at $24K in Q1 2022.
  • 344 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.