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Pacific Capital Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-450
Closed -$4.79K – 609
2024
Q1 		$4.79K Buy
+450
New +$4.2K ﹤0.01% 319

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pacific Capital Wealth Advisors's HLMN Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Hillman Solutions (HLMN) in Q2 2024, closing a stake of 450 shares — an estimated $4.79K sold.

Pacific Capital Wealth Advisors first reported a position in HLMN in Q1 2024 and held it in 1 quarter. The position peaked at $4.79K in Q1 2024. 199 funds tracked by Wall St. Rank hold HLMN as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Hillman Solutions position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 450 Hillman Solutions shares in Q2 2024, an estimated $4.79K.
  • Pacific Capital Wealth Advisors first reported a position in Hillman Solutions in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Hillman Solutions position peaked at $4.79K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.