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Mills Wealth Advisors’s Fathom Holdings FTHM Stock Holding History

Mills Wealth Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,265
Closed -$28K – 57
2024
Q2 		$28K Hold
16,265
– – 0.02% 53
2024
Q1 		$32.4K Hold
16,265
– – 0.02% 53
2023
Q4 		$58.4K Buy
16,265
+500
+3% +$1.59K 0.04% 51
2023
Q3 		$64.3K Hold
15,765
– – 0.05% 49
2023
Q2 		$113K Buy
15,765
+2,850
+22% +$15.9K 0.09% 46
2023
Q1 		$54.9K Sell
12,915
-3,927
-23% -$20.2K 0.04% 45
2022
Q4 		$71.6K Buy
+16,842
New +$79.6K 0.06% 51

Other funds holding FTHM

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mills Wealth Advisors's FTHM Position: Q3 2024 in Review

Mills Wealth Advisors sold out of Fathom Holdings (FTHM) in Q3 2024, closing a stake of 16,265 shares — an estimated $28K sold.

Mills Wealth Advisors first reported a position in FTHM in Q4 2022 and held it in 7 quarters. The position peaked at $113K in Q2 2023. 33 funds tracked by Wall St. Rank hold FTHM as of Q3 2024.

  • Mills Wealth Advisors reported no remaining Fathom Holdings position as of Q3 2024 after selling out during the quarter.
  • Mills Wealth Advisors sold 16,265 Fathom Holdings shares in Q3 2024, an estimated $28K.
  • Mills Wealth Advisors first reported a position in Fathom Holdings in Q4 2022 and held it in 7 quarters.
  • Mills Wealth Advisors's Fathom Holdings position peaked at $113K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Fathom Holdings as of Q3 2024.

Based on Mills Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.