TFA
HRT

Toth Financial Advisory’s HireRight Holdings Corporation HRT Stock Holding History

Toth Financial Advisory’s Portfolio HRT Stock Details HRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-120
Closed -$1.36K – 860
2023
Q2 		$1.36K Buy
+120
New +$1.26K ﹤0.01% 701

Other funds holding HRT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Toth Financial Advisory's HRT Position: Q3 2023 in Review

Toth Financial Advisory sold out of HireRight Holdings Corporation (HRT) in Q3 2023, closing a stake of 120 shares — an estimated $1.36K sold.

Toth Financial Advisory first reported a position in HRT in Q2 2023 and held it in 1 quarter. The position peaked at $1.36K in Q2 2023. 79 funds tracked by Wall St. Rank hold HRT as of Q3 2023.

  • Toth Financial Advisory reported no remaining HireRight Holdings Corporation position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 120 HireRight Holdings Corporation shares in Q3 2023, an estimated $1.36K.
  • Toth Financial Advisory first reported a position in HireRight Holdings Corporation in Q2 2023 and held it in 1 quarter.
  • Toth Financial Advisory's HireRight Holdings Corporation position peaked at $1.36K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held HireRight Holdings Corporation as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.