HWA
ZEUS

HHM Wealth Advisors’s Olympic Steel ZEUS Stock Holding History

HHM Wealth Advisors’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-28,576
Closed -$842K – 660
2021
Q1 		$842K Hold
28,576
– – 0.26% 31
2020
Q4 		$381K Hold
28,576
– – 0.13% 62
2020
Q3 		$325K Hold
28,576
– – 0.13% 61
2020
Q2 		$336K Hold
28,576
– – 0.14% 58
2020
Q1 		$296K Hold
28,576
– – 0.14% 58
2019
Q4 		$512K Hold
28,576
– – 0.25% 41
2019
Q3 		$411K Hold
28,576
– – 0.23% 46
2019
Q2 		$390K Hold
28,576
– – 0.23% 44
2019
Q1 		$454K Hold
28,576
– – 0.29% 31
2018
Q4 		$408K Buy
+28,576
New +$519K 0.3% 32

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's ZEUS Position: Q2 2021 in Review

HHM Wealth Advisors sold out of Olympic Steel (ZEUS) in Q2 2021, closing a stake of 28,576 shares — an estimated $842K sold.

HHM Wealth Advisors first reported a position in ZEUS in Q4 2018 and held it in 10 quarters. The position peaked at $842K in Q1 2021. 118 funds tracked by Wall St. Rank hold ZEUS as of Q2 2021.

  • HHM Wealth Advisors reported no remaining Olympic Steel position as of Q2 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 28,576 Olympic Steel shares in Q2 2021, an estimated $842K.
  • HHM Wealth Advisors first reported a position in Olympic Steel in Q4 2018 and held it in 10 quarters.
  • HHM Wealth Advisors's Olympic Steel position peaked at $842K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Olympic Steel as of Q2 2021.

Based on HHM Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.