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SeaCrest Wealth Management’s Hingham Institution for Saving HIFS Stock Holding History

SeaCrest Wealth Management’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-801
Closed -$204K – 678
2024
Q4 		$204K Buy
+801
New +$212K 0.02% 616
2024
Q1 		– Sell
-1,001
Closed -$200K – 633
2023
Q4 		$200K Buy
+1,001
New +$172K 0.02% 582
2023
Q3 		– Sell
-1,001
Closed -$213K – 634
2023
Q2 		$213K Sell
1,001
-1,000
-50% -$204K 0.03% 558
2023
Q1 		$467K Sell
2,001
-250
-11% -$68.6K 0.06% 339
2022
Q4 		$621K Hold
2,251
– – 0.09% 266
2022
Q3 		$565K Hold
2,251
– – 0.09% 263
2022
Q2 		$639K Hold
2,251
– – 0.08% 259
2022
Q1 		$772K Hold
2,251
– – 0.09% 235
2021
Q4 		$945K Hold
2,251
– – 0.1% 199
2021
Q3 		$758K Hold
2,251
– – 0.09% 230
2021
Q2 		$654K Hold
2,251
– – 0.08% 276
2021
Q1 		$639K Sell
2,251
-221
-9% -$55.3K 0.08% 257
2020
Q4 		$534K Sell
2,472
-289
-10% -$61.6K 0.08% 278
2020
Q3 		$508K Buy
2,761
+1
+0% +$183 0.08% 246
2020
Q2 		$463K Hold
2,760
– – 0.08% 262
2020
Q1 		$400K Hold
2,760
– – 0.09% 255
2019
Q4 		$580K Hold
2,760
– – 0.1% 237
2019
Q3 		$522K Hold
2,760
– – 0.1% 249
2019
Q2 		$547K Buy
2,760
+6
+0.2% +$1.11K 0.11% 223
2019
Q1 		$474K Buy
2,754
+5
+0.2% +$939 0.08% 244
2018
Q4 		$544K Buy
2,749
+5
+0.2% +$1.05K 0.11% 191
2018
Q3 		$603K Buy
2,744
+4
+0.1% +$877 0.1% 215
2018
Q2 		$602K Buy
2,740
+5
+0.2% +$1.06K 0.11% 207
2018
Q1 		$563K Buy
2,735
+4
+0.1% +$835 0.1% 213
2017
Q4 		$565K Buy
+2,731
New +$552K 0.1% 209

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SeaCrest Wealth Management's HIFS Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Hingham Institution for Saving (HIFS) in Q1 2025, closing a stake of 801 shares — an estimated $204K sold.

SeaCrest Wealth Management first reported a position in HIFS in Q4 2017 and held it in 25 quarters. The position peaked at $945K in Q4 2021. 102 funds tracked by Wall St. Rank hold HIFS as of Q1 2025.

  • SeaCrest Wealth Management reported no remaining Hingham Institution for Saving position as of Q1 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 801 Hingham Institution for Saving shares in Q1 2025, an estimated $204K.
  • SeaCrest Wealth Management first reported a position in Hingham Institution for Saving in Q4 2017 and held it in 25 quarters.
  • SeaCrest Wealth Management's Hingham Institution for Saving position peaked at $945K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.