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HHM Wealth Advisors’s Columbia India Consumer ETF INCO Stock Holding History

HHM Wealth Advisors’s Portfolio INCO Stock Details INCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4
Closed – – 634
2021
Q1 		$0 Hold
4
– – ﹤0.01% 596
2020
Q4 		$0 Hold
4
– – ﹤0.01% 550
2020
Q3 		$0 Hold
4
– – ﹤0.01% 522
2020
Q2 		$0 Buy
+4
New +$137 ﹤0.01% 512

Other funds holding INCO

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $186M AUM 47.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

HHM Wealth Advisors's INCO Position: Q2 2021 in Review

HHM Wealth Advisors sold out of Columbia India Consumer ETF (INCO) in Q2 2021, closing a stake of 4 shares.

HHM Wealth Advisors first reported a position in INCO in Q2 2020 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 20 funds tracked by Wall St. Rank hold INCO as of Q2 2021.

  • HHM Wealth Advisors reported no remaining Columbia India Consumer ETF position as of Q2 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 4 Columbia India Consumer ETF shares in Q2 2021.
  • HHM Wealth Advisors first reported a position in Columbia India Consumer ETF in Q2 2020 and held it in 4 quarters.
  • HHM Wealth Advisors's Columbia India Consumer ETF position peaked at $0 in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2021.

Based on HHM Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.