Oliver Luxxe Assets’s Hudbay HBM Stock Holding History

Oliver Luxxe Assets’s Portfolio HBM Stock Details HBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04M	Sell	86,451 -52,898	-38%	-$1.34M	0.3%	99
2026 Q1	$2.91M	Sell	139,349 -82,407	-37%	-$1.93M	0.44%	89
2025 Q4	$4.4M	Sell	221,756 -964	-0.4%	-$16.3K	0.67%	52
2025 Q3	$3.38M	Buy	222,720 +87,930	+65%	+$1.01M	0.53%	62
2025 Q2	$1.43M	Buy	134,790 +793	+0.6%	+$6.61K	0.26%	121
2025 Q1	$1.02M	Sell	133,997 -127,717	-49%	-$1.04M	0.19%	144
2024 Q4	$2.26M	Buy	261,714 +132,498	+103%	+$1.19M	0.2%	134
2024 Q3	$1.19M	Buy	+129,216	New	+$1.04M	0.21%	135

Other funds holding HBM

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Acasta Partners UK London $189M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return