HWA
NAV

HHM Wealth Advisors’s Navistar International NAV Stock Holding History

HHM Wealth Advisors’s Portfolio NAV Stock Details NAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,000
Closed -$232K – 478
2019
Q4 		$232K Hold
8,000
– – 0.11% 75
2019
Q3 		$225K Hold
8,000
– – 0.13% 69
2019
Q2 		$276K Hold
8,000
– – 0.16% 54
2019
Q1 		$258K Hold
8,000
– – 0.17% 52
2018
Q4 		$208K Buy
+8,000
New +$250K 0.15% 57

Other funds holding NAV

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HHM Wealth Advisors's NAV Position: Q1 2020 in Review

HHM Wealth Advisors sold out of Navistar International (NAV) in Q1 2020, closing a stake of 8,000 shares — an estimated $232K sold.

HHM Wealth Advisors first reported a position in NAV in Q4 2018 and held it in 5 quarters. The position peaked at $276K in Q2 2019. 179 funds tracked by Wall St. Rank hold NAV as of Q1 2020.

  • HHM Wealth Advisors reported no remaining Navistar International position as of Q1 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 8,000 Navistar International shares in Q1 2020, an estimated $232K.
  • HHM Wealth Advisors first reported a position in Navistar International in Q4 2018 and held it in 5 quarters.
  • HHM Wealth Advisors's Navistar International position peaked at $276K in Q2 2019.
  • 179 funds tracked by Wall St. Rank held Navistar International as of Q1 2020.

Based on HHM Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.