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Summit Financial Wealth Advisors’s Huntington Ingalls Industries HII Stock Holding History

Summit Financial Wealth Advisors’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$211K – 129
2022
Q2 		$211K Buy
+1,000
New +$211K 0.05% 123
2021
Q3 		– Sell
-1,000
Closed -$211K – 130
2021
Q2 		$211K Buy
+1,000
New +$213K 0.05% 118
2020
Q1 		– Sell
-730
Closed -$200K – 131
2019
Q4 		$200K Buy
+730
New +$173K 0.05% 133

Other funds holding HII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Financial Wealth Advisors's HII Position: Q3 2022 in Review

Summit Financial Wealth Advisors sold out of Huntington Ingalls Industries (HII) in Q3 2022, closing a stake of 1,000 shares — an estimated $211K sold.

Summit Financial Wealth Advisors first reported a position in HII in Q4 2019 and held it in 3 quarters. The position peaked at $211K in Q2 2022. 532 funds tracked by Wall St. Rank hold HII as of Q3 2022.

  • Summit Financial Wealth Advisors reported no remaining Huntington Ingalls Industries position as of Q3 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Huntington Ingalls Industries shares in Q3 2022, an estimated $211K.
  • Summit Financial Wealth Advisors first reported a position in Huntington Ingalls Industries in Q4 2019 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Huntington Ingalls Industries position peaked at $211K in Q2 2022.
  • 532 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q3 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.