Mission Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Mission Wealth Management’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,244	Closed	-$207K	–	559
2023 Q1	$207K	Buy	7,244 +125	+2%	+$3.95K	0.01%	503
2022 Q4	$206K	Hold	7,119	–	–	0.01%	486
2022 Q3	$213K	Sell	7,119 -10	-0.1%	-$373	0.01%	455
2022 Q2	$270K	Sell	7,129 -790	-10%	-$31.4K	0.01%	418
2022 Q1	$376K	Sell	7,919 -105	-1%	-$4.7K	0.02%	370
2021 Q4	$426K	Hold	8,024	–	–	0.02%	353
2021 Q3	$429K	Hold	8,024	–	–	0.02%	320
2021 Q2	$451K	Buy	8,024 +500	+7%	+$26K	0.02%	304
2021 Q1	$422K	Buy	7,524 +100	+1%	+$6.02K	0.02%	295
2020 Q4	$471K	Buy	+7,424	New	+$380K	0.03%	253
2020 Q2	–	Sell	-11,005	Closed	-$225K	–	339
2020 Q1	$225K	Buy	+11,005	New	+$348K	0.02%	266

Other funds holding HASI

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Mission Wealth Management's HASI Position: Q2 2023 in Review

Mission Wealth Management sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q2 2023, closing a stake of 7,244 shares — an estimated $207K sold.

Mission Wealth Management first reported a position in HASI in Q1 2020 and held it in 11 quarters. The position peaked at $471K in Q4 2020. 321 funds tracked by Wall St. Rank hold HASI as of Q2 2023.

Mission Wealth Management reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q2 2023 after selling out during the quarter.
Mission Wealth Management sold 7,244 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2023, an estimated $207K.
Mission Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2020 and held it in 11 quarters.
Mission Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $471K in Q4 2020.
321 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.