HHM Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

HHM Wealth Advisors’s Portfolio UN Stock Details UN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-982	Closed	-$59K	–	584
2020 Q3	$59K	Hold	982	–	–	0.02%	207
2020 Q2	$52K	Hold	982	–	–	0.02%	222
2020 Q1	$48K	Buy	+982	New	+$53.7K	0.02%	209

Other funds holding UN

First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return

Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return

Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return

Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

HHM Wealth Advisors's UN Position: Q4 2020 in Review

HHM Wealth Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 982 shares — an estimated $59K sold.

HHM Wealth Advisors first reported a position in UN in Q1 2020 and held it in 3 quarters. The position peaked at $59K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

HHM Wealth Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
HHM Wealth Advisors sold 982 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $59K.
HHM Wealth Advisors first reported a position in Unilever NV New York Registry Shares in Q1 2020 and held it in 3 quarters.
HHM Wealth Advisors's Unilever NV New York Registry Shares position peaked at $59K in Q3 2020.
7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on HHM Wealth Advisors's 13F filing for Q4 2020, filed 28 Jan 2021.