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IAG Wealth Partners’s Humana HUM Stock Holding History

IAG Wealth Partners’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$2.56K – 470
2022
Q4 		$2.56K Hold
5
– – ﹤0.01% 392
2022
Q3 		$2K Hold
5
– – ﹤0.01% 396
2022
Q2 		$2K Hold
5
– – ﹤0.01% 387
2022
Q1 		$2K Buy
+5
New +$2.09K ﹤0.01% 399

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IAG Wealth Partners's HUM Position: Q1 2023 in Review

IAG Wealth Partners sold out of Humana (HUM) in Q1 2023, closing a stake of 5 shares — an estimated $2.56K sold.

IAG Wealth Partners first reported a position in HUM in Q1 2022 and held it in 4 quarters. The position peaked at $2.56K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

  • IAG Wealth Partners reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 5 Humana shares in Q1 2023, an estimated $2.56K.
  • IAG Wealth Partners first reported a position in Humana in Q1 2022 and held it in 4 quarters.
  • IAG Wealth Partners's Humana position peaked at $2.56K in Q4 2022.
  • 1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.