SWA
HCCI

Stratos Wealth Advisors’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History

Stratos Wealth Advisors’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
Q4 		– Sell
-8,405
Closed -$249K – 590
2022
Q3 		$249K Buy
+8,405
New +$263K 0.03% 440

Other funds holding HCCI

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Stratos Wealth Advisors's HCCI Position: Q4 2022 in Review

Stratos Wealth Advisors sold out of Heritage-Crystal Clean, Inc. (HCCI) in Q4 2022, closing a stake of 8,405 shares — an estimated $249K sold.

Stratos Wealth Advisors first reported a position in HCCI in Q3 2022 and held it in 1 quarter. The position peaked at $249K in Q3 2022. 132 funds tracked by Wall St. Rank hold HCCI as of Q4 2022.

  • Stratos Wealth Advisors reported no remaining Heritage-Crystal Clean, Inc. position as of Q4 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 8,405 Heritage-Crystal Clean, Inc. shares in Q4 2022, an estimated $249K.
  • Stratos Wealth Advisors first reported a position in Heritage-Crystal Clean, Inc. in Q3 2022 and held it in 1 quarter.
  • Stratos Wealth Advisors's Heritage-Crystal Clean, Inc. position peaked at $249K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held Heritage-Crystal Clean, Inc. as of Q4 2022.

Based on Stratos Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.