HHM Wealth Advisors’s WeWork Inc. WE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3	Closed	-$1K	–	859
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	691
2021 Q4	$1K	Buy	+3	New	+$1.1K	﹤0.01%	664

Other funds holding WE

SGA

SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

AACA

American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return

HHM Wealth Advisors's WE Position: Q2 2022 in Review

HHM Wealth Advisors sold out of WeWork Inc. (WE) in Q2 2022, closing a stake of 3 shares — an estimated $1K sold.

HHM Wealth Advisors first reported a position in WE in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 127 funds tracked by Wall St. Rank hold WE as of Q2 2022.

HHM Wealth Advisors reported no remaining WeWork Inc. position as of Q2 2022 after selling out during the quarter.
HHM Wealth Advisors sold 3 WeWork Inc. shares in Q2 2022, an estimated $1K.
HHM Wealth Advisors first reported a position in WeWork Inc. in Q4 2021 and held it in 2 quarters.
HHM Wealth Advisors's WeWork Inc. position peaked at $1K in Q1 2022.
127 funds tracked by Wall St. Rank held WeWork Inc. as of Q2 2022.

Based on HHM Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.