Opal Wealth Advisors’s Humana HUM Stock Holding History

Opal Wealth Advisors’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3	Closed	-$1.12K	–	635
2024 Q2	$1.12K	Buy	+3	New	+$1.01K	﹤0.01%	1053

Other funds holding HUM

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Opal Wealth Advisors's HUM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Humana (HUM) in Q3 2024, closing a stake of 3 shares — an estimated $1.12K sold.

Opal Wealth Advisors first reported a position in HUM in Q2 2024 and held it in 1 quarter. The position peaked at $1.12K in Q2 2024. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Opal Wealth Advisors reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 3 Humana shares in Q3 2024, an estimated $1.12K.
Opal Wealth Advisors first reported a position in Humana in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Humana position peaked at $1.12K in Q2 2024.
941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.