HighTower Advisors’s P3 Health Partners PIII Stock Holding History

HighTower Advisors’s Portfolio PIII Stock Details PIII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-482	Closed	-$5.42K	–	3973
2024 Q4	$5.42K	Hold	482	–	–	﹤0.01%	3625
2024 Q3	$9K	Hold	482	–	–	﹤0.01%	3559
2024 Q2	$11K	Hold	482	–	–	﹤0.01%	3441
2024 Q1	$25K	Hold	482	–	–	﹤0.01%	3333
2023 Q4	$34K	Hold	482	–	–	﹤0.01%	3352
2023 Q3	$35K	Hold	482	–	–	﹤0.01%	3267
2023 Q2	$72K	Hold	482	–	–	﹤0.01%	3129
2023 Q1	$26K	Sell	482 -20	-4%	-$1.2K	﹤0.01%	3122
2022 Q4	$46K	Sell	502 -2	-0.4%	-$433	﹤0.01%	3045
2022 Q3	$116K	Hold	504	–	–	﹤0.01%	2736
2022 Q2	$94K	Sell	504 -20	-4%	-$5.57K	﹤0.01%	2801
2022 Q1	$205K	Hold	524	–	–	﹤0.01%	2831
2021 Q4	$185K	Buy	+524	New	+$250K	﹤0.01%	2802

Other funds holding PIII

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

HighTower Advisors's PIII Position: Q1 2025 in Review

HighTower Advisors sold out of P3 Health Partners (PIII) in Q1 2025, closing a stake of 482 shares — an estimated $5.42K sold.

HighTower Advisors first reported a position in PIII in Q4 2021 and held it in 13 quarters. The position peaked at $205K in Q1 2022. 33 funds tracked by Wall St. Rank hold PIII as of Q1 2025.

HighTower Advisors reported no remaining P3 Health Partners position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 482 P3 Health Partners shares in Q1 2025, an estimated $5.42K.
HighTower Advisors first reported a position in P3 Health Partners in Q4 2021 and held it in 13 quarters.
HighTower Advisors's P3 Health Partners position peaked at $205K in Q1 2022.
33 funds tracked by Wall St. Rank held P3 Health Partners as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.