TWM
HTZ icon

Tradition Wealth Management’s Hertz HTZ Stock Holding History

Tradition Wealth Management’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-208
Closed -$4K – 1383
2023
Q2 		$4K Hold
208
– – ﹤0.01% 1274
2023
Q1 		$3K Hold
208
– – ﹤0.01% 1252
2022
Q4 		$3K Buy
+208
New +$3.5K ﹤0.01% 1117

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Tradition Wealth Management's HTZ Position: Q3 2023 in Review

Tradition Wealth Management sold out of Hertz (HTZ) in Q3 2023, closing a stake of 208 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in HTZ in Q4 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2023. 251 funds tracked by Wall St. Rank hold HTZ as of Q3 2023.

  • Tradition Wealth Management reported no remaining Hertz position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 208 Hertz shares in Q3 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in Hertz in Q4 2022 and held it in 3 quarters.
  • Tradition Wealth Management's Hertz position peaked at $4K in Q2 2023.
  • 251 funds tracked by Wall St. Rank held Hertz as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.