HWA
S icon

HHM Wealth Advisors’s SentinelOne S Stock Holding History

HHM Wealth Advisors’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-625
Closed -$14.6K – 849
2024
Q1 		$14.6K Hold
625
– – ﹤0.01% 466
2023
Q4 		$17.1K Hold
625
– – ﹤0.01% 432
2023
Q3 		$10.5K Hold
625
– – ﹤0.01% 495
2023
Q2 		$9.44K Hold
625
– – ﹤0.01% 545
2023
Q1 		$10.2K Hold
625
– – ﹤0.01% 522
2022
Q4 		$9.12K Hold
625
– – ﹤0.01% 466
2022
Q3 		$16K Hold
625
– – ﹤0.01% 378
2022
Q2 		$15K Hold
625
– – ﹤0.01% 468
2022
Q1 		$24K Buy
+625
New +$25.6K 0.01% 420

Other funds holding S

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return