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TCI Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

TCI Wealth Advisors’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-402
Closed -$3K – 2569
2022
Q3 		$3K Buy
402
+74
+23% +$652 ﹤0.01% 1775
2022
Q2 		$3K Buy
+328
New +$3.61K ﹤0.01% 1810

Other funds holding HLMN

CC
CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCI Wealth Advisors's HLMN Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Hillman Solutions (HLMN) in Q4 2022, closing a stake of 402 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in HLMN in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 171 funds tracked by Wall St. Rank hold HLMN as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Hillman Solutions position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 402 Hillman Solutions shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Hillman Solutions in Q2 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Hillman Solutions position peaked at $3K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.