Pacific Capital Wealth Advisors’s Hertz HTZ Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5	Closed	-$18	–	545
2024 Q2	$18	Buy	+5	New	+$25	﹤0.01%	535

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of Hertz (HTZ) in Q3 2024, closing a stake of 5 shares — an estimated $18 sold.

Pacific Capital Wealth Advisors first reported a position in HTZ in Q2 2024 and held it in 1 quarter. The position peaked at $18 in Q2 2024. 250 funds tracked by Wall St. Rank hold HTZ as of Q3 2024.

Pacific Capital Wealth Advisors reported no remaining Hertz position as of Q3 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 5 Hertz shares in Q3 2024, an estimated $18.
Pacific Capital Wealth Advisors first reported a position in Hertz in Q2 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Hertz position peaked at $18 in Q2 2024.
250 funds tracked by Wall St. Rank held Hertz as of Q3 2024.

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