Independent Solutions Wealth Management’s Huntington Ingalls Industries HII Stock Holding History

Independent Solutions Wealth Management’s Portfolio HII Stock Details HII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,340	Closed	-$274K	–	182
2023 Q3	$274K	Sell	1,340 -368	-22%	-$81.2K	0.07%	166
2023 Q2	$389K	Sell	1,708 -296	-15%	-$61.5K	0.1%	146
2023 Q1	$415K	Sell	2,004 -504	-20%	-$109K	0.12%	131
2022 Q4	$579K	Sell	2,508 -200	-7%	-$47.1K	0.18%	110
2022 Q3	$600K	Buy	2,708 +1,051	+63%	+$236K	0.2%	100
2022 Q2	$361K	Buy	+1,657	New	+$350K	0.11%	137

Other funds holding HII

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Solutions Wealth Management's HII Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Huntington Ingalls Industries (HII) in Q4 2023, closing a stake of 1,340 shares — an estimated $274K sold.

Independent Solutions Wealth Management first reported a position in HII in Q2 2022 and held it in 6 quarters. The position peaked at $600K in Q3 2022. 583 funds tracked by Wall St. Rank hold HII as of Q4 2023.

Independent Solutions Wealth Management reported no remaining Huntington Ingalls Industries position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 1,340 Huntington Ingalls Industries shares in Q4 2023, an estimated $274K.
Independent Solutions Wealth Management first reported a position in Huntington Ingalls Industries in Q2 2022 and held it in 6 quarters.
Independent Solutions Wealth Management's Huntington Ingalls Industries position peaked at $600K in Q3 2022.
583 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.