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HHM Wealth Advisors’s Timken Company TKR Stock Holding History

HHM Wealth Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-95
Closed -$8.31K – 859
2024
Q1 		$8.31K Hold
95
– – ﹤0.01% 551
2023
Q4 		$7.62K Hold
95
– – ﹤0.01% 562
2023
Q3 		$6.98K Hold
95
– – ﹤0.01% 576
2023
Q2 		$8.7K Hold
95
– – ﹤0.01% 560
2023
Q1 		$7.76K Buy
+95
New +$7.69K ﹤0.01% 560

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

HHM Wealth Advisors's TKR Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Timken Company (TKR) in Q2 2024, closing a stake of 95 shares — an estimated $8.31K sold.

HHM Wealth Advisors first reported a position in TKR in Q1 2023 and held it in 5 quarters. The position peaked at $8.7K in Q2 2023. 451 funds tracked by Wall St. Rank hold TKR as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Timken Company position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 95 Timken Company shares in Q2 2024, an estimated $8.31K.
  • HHM Wealth Advisors first reported a position in Timken Company in Q1 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's Timken Company position peaked at $8.7K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Timken Company as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.