PCG Wealth Advisors’s Humana HUM Stock Holding History

PCG 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
2023 Q1	–	Sell	-430	Closed	-$221K	–	116
2022 Q4	$221K	Sell	430 -428	-50%	-$225K	0.14%	94
2022 Q3	$416K	Buy	858 +430	+100%	+$209K	0.15%	81
2022 Q2	$201K	Buy	+428	New	+$190K	0.14%	80
2022 Q1	–	Sell	-651	Closed	-$302K	–	89
2021 Q4	$302K	Buy	+651	New	+$288K	0.21%	62

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PCG Wealth Advisors's HUM Position: Q1 2023 in Review

PCG Wealth Advisors sold out of Humana (HUM) in Q1 2023, closing a stake of 430 shares — an estimated $221K sold.

PCG Wealth Advisors first reported a position in HUM in Q4 2021 and held it in 4 quarters. The position peaked at $416K in Q3 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

PCG Wealth Advisors reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
PCG Wealth Advisors sold 430 Humana shares in Q1 2023, an estimated $221K.
PCG Wealth Advisors first reported a position in Humana in Q4 2021 and held it in 4 quarters.
PCG Wealth Advisors's Humana position peaked at $416K in Q3 2022.
1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on PCG Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.