HWA
WPS

HHM Wealth Advisors’s iShares International Developed Property ETF WPS Stock Holding History

HHM Wealth Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-581
Closed -$18K – 574
2020
Q3 		$18K Buy
581
+6
+1% +$189 0.01% 327
2020
Q2 		$17K Buy
575
+4
+0.7% +$118 0.01% 325
2020
Q1 		$16K Buy
+571
New +$20.4K 0.01% 321

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

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

HHM Wealth Advisors sold out of iShares International Developed Property ETF (WPS) in Q4 2020, closing a stake of 581 shares — an estimated $18K sold.

HHM Wealth Advisors first reported a position in WPS in Q1 2020 and held it in 3 quarters. The position peaked at $18K in Q3 2020. 37 funds tracked by Wall St. Rank hold WPS as of Q4 2020.

  • HHM Wealth Advisors reported no remaining iShares International Developed Property ETF position as of Q4 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 581 iShares International Developed Property ETF shares in Q4 2020, an estimated $18K.
  • HHM Wealth Advisors first reported a position in iShares International Developed Property ETF in Q1 2020 and held it in 3 quarters.
  • HHM Wealth Advisors's iShares International Developed Property ETF position peaked at $18K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2020.

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