Intercontinental Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

Intercontinental Wealth Advisors’s Portfolio HLMN Stock Details HLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.4M	Buy	155,538 +829	+0.5%	+$6.91K	0.33%	60
2023 Q1	$1.3M	Buy	154,709 +51,048	+49%	+$444K	0.33%	60
2022 Q4	$747K	Buy	103,661 +28,710	+38%	+$216K	0.22%	105
2022 Q3	$565K	Buy	74,951 +1,160	+2%	+$10.2K	0.18%	132
2022 Q2	$638K	Buy	+73,791	New	+$812K	0.17%	122

Other funds holding HLMN

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Intercontinental Wealth Advisors's HLMN Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Hillman Solutions (HLMN) stake by 0.54% in Q2 2023, buying an estimated $6.91K and bringing the position to 155,538 shares worth $1.4M. The position accounts for 0.33% of the portfolio, ranked #60.

Intercontinental Wealth Advisors first reported a position in HLMN in Q2 2022 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold HLMN as of Q2 2023.

Intercontinental Wealth Advisors held 155,538 shares of Hillman Solutions worth $1.4M as of Q2 2023.
Intercontinental Wealth Advisors bought 829 Hillman Solutions shares in Q2 2023, an estimated $6.91K.
Hillman Solutions made up 0.33% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #60 holding.
Intercontinental Wealth Advisors first reported a position in Hillman Solutions in Q2 2022 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.