SPC
HCDI

Sigma Planning Corp’s Harbor Custom Development, Inc. Common Stock HCDI Stock Holding History

Sigma Planning Corp’s Portfolio HCDI Stock Details HCDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-925
Closed -$6.86K – 1376
2022
Q4 		$6.86K Buy
925
+100
+12% +$1.5K ﹤0.01% 1250
2022
Q3 		$15K Buy
825
+125
+18% +$3.11K ﹤0.01% 1249
2022
Q2 		$19K Buy
700
+200
+40% +$8.09K ﹤0.01% 1272
2022
Q1 		$23K Buy
+500
New +$22.7K ﹤0.01% 1352

Other funds holding HCDI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sigma Planning Corp's HCDI Position: Q1 2023 in Review

Sigma Planning Corp sold out of Harbor Custom Development, Inc. Common Stock (HCDI) in Q1 2023, closing a stake of 925 shares — an estimated $6.86K sold.

Sigma Planning Corp first reported a position in HCDI in Q1 2022 and held it in 4 quarters. The position peaked at $23K in Q1 2022. 7 funds tracked by Wall St. Rank hold HCDI as of Q1 2023.

  • Sigma Planning Corp reported no remaining Harbor Custom Development, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 925 Harbor Custom Development, Inc. Common Stock shares in Q1 2023, an estimated $6.86K.
  • Sigma Planning Corp first reported a position in Harbor Custom Development, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • Sigma Planning Corp's Harbor Custom Development, Inc. Common Stock position peaked at $23K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Harbor Custom Development, Inc. Common Stock as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.