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Pacific Capital Wealth Advisors’s Honda HMC Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-180
Closed -$5.8K – 543
2024
Q2 		$5.8K Buy
+180
New +$6.09K ﹤0.01% 373

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pacific Capital Wealth Advisors's HMC Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Honda (HMC) in Q3 2024, closing a stake of 180 shares — an estimated $5.8K sold.

Pacific Capital Wealth Advisors first reported a position in HMC in Q2 2024 and held it in 1 quarter. The position peaked at $5.8K in Q2 2024. 348 funds tracked by Wall St. Rank hold HMC as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Honda position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 180 Honda shares in Q3 2024, an estimated $5.8K.
  • Pacific Capital Wealth Advisors first reported a position in Honda in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Honda position peaked at $5.8K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Honda as of Q3 2024.

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