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HHM Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

HHM Wealth Advisors’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-644
Closed -$22K – 728
2022
Q3 		$22K Hold
644
– – 0.01% 341
2022
Q2 		$23K Buy
+644
New +$28.7K 0.01% 404

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

HHM Wealth Advisors's PICK Position: Q4 2022 in Review

HHM Wealth Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2022, closing a stake of 644 shares — an estimated $22K sold.

HHM Wealth Advisors first reported a position in PICK in Q2 2022 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 168 funds tracked by Wall St. Rank hold PICK as of Q4 2022.

  • HHM Wealth Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 644 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2022, an estimated $22K.
  • HHM Wealth Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $23K in Q2 2022.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.