SWM
HCCI

Spire Wealth Management’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History

Spire Wealth Management’s Portfolio HCCI Stock Details HCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,891
Closed -$86K – 2872
2022
Q1 		$86K Hold
2,891
– – ﹤0.01% 1219
2021
Q4 		$93K Hold
2,891
– – ﹤0.01% 1432
2021
Q3 		$84K Hold
2,891
– – ﹤0.01% 1257
2021
Q2 		$86K Hold
2,891
– – ﹤0.01% 1244
2021
Q1 		$78K Buy
+2,891
New +$72.5K ﹤0.01% 1507

Other funds holding HCCI

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Spire Wealth Management's HCCI Position: Q2 2022 in Review

Spire Wealth Management sold out of Heritage-Crystal Clean, Inc. (HCCI) in Q2 2022, closing a stake of 2,891 shares — an estimated $86K sold.

Spire Wealth Management first reported a position in HCCI in Q1 2021 and held it in 5 quarters. The position peaked at $93K in Q4 2021. 119 funds tracked by Wall St. Rank hold HCCI as of Q2 2022.

  • Spire Wealth Management reported no remaining Heritage-Crystal Clean, Inc. position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,891 Heritage-Crystal Clean, Inc. shares in Q2 2022, an estimated $86K.
  • Spire Wealth Management first reported a position in Heritage-Crystal Clean, Inc. in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Heritage-Crystal Clean, Inc. position peaked at $93K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Heritage-Crystal Clean, Inc. as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.