HWA
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HHM Wealth Advisors’s OR Royalties Inc OR Stock Holding History

HHM Wealth Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,015
Closed -$18.8K – 1035
2024
Q3 		$18.8K Hold
1,015
– – ﹤0.01% 475
2024
Q2 		$15.8K Hold
1,015
– – ﹤0.01% 490
2024
Q1 		$16.7K Hold
1,015
– – ﹤0.01% 441
2023
Q4 		$14.5K Hold
1,015
– – ﹤0.01% 456
2023
Q3 		$11.9K Hold
1,015
– – ﹤0.01% 476
2023
Q2 		$15.6K Hold
1,015
– – ﹤0.01% 455
2023
Q1 		$16.1K Hold
1,015
– – ﹤0.01% 447
2022
Q4 		$12.3K Hold
1,015
– – ﹤0.01% 427
2022
Q3 		$10K Hold
1,015
– – ﹤0.01% 441
2022
Q2 		$10K Buy
+1,015
New +$12.2K ﹤0.01% 543

Other funds holding OR

EIG
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

HHM Wealth Advisors's OR Position: Q4 2024 in Review

HHM Wealth Advisors sold out of OR Royalties Inc (OR) in Q4 2024, closing a stake of 1,015 shares — an estimated $18.8K sold.

HHM Wealth Advisors first reported a position in OR in Q2 2022 and held it in 10 quarters. The position peaked at $18.8K in Q3 2024. 170 funds tracked by Wall St. Rank hold OR as of Q4 2024.

  • HHM Wealth Advisors reported no remaining OR Royalties Inc position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,015 OR Royalties Inc shares in Q4 2024, an estimated $18.8K.
  • HHM Wealth Advisors first reported a position in OR Royalties Inc in Q2 2022 and held it in 10 quarters.
  • HHM Wealth Advisors's OR Royalties Inc position peaked at $18.8K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held OR Royalties Inc as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.