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IHT Wealth Management’s HCI Group HCI Stock Holding History

IHT Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,401
Closed -$297K – 1040
2023
Q4 		$297K Sell
3,401
-1,583
-32% -$116K 0.01% 766
2023
Q3 		$271K Buy
+4,984
New +$283K 0.01% 770

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's HCI Position: Q1 2024 in Review

IHT Wealth Management sold out of HCI Group (HCI) in Q1 2024, closing a stake of 3,401 shares — an estimated $297K sold.

IHT Wealth Management first reported a position in HCI in Q3 2023 and held it in 2 quarters. The position peaked at $297K in Q4 2023. 193 funds tracked by Wall St. Rank hold HCI as of Q1 2024.

  • IHT Wealth Management reported no remaining HCI Group position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 3,401 HCI Group shares in Q1 2024, an estimated $297K.
  • IHT Wealth Management first reported a position in HCI Group in Q3 2023 and held it in 2 quarters.
  • IHT Wealth Management's HCI Group position peaked at $297K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held HCI Group as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.