TRUE Private Wealth Advisors’s Honda HMC Stock Holding History

TRUE Private Wealth Advisors’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-860	Closed	-$24K	–	439
2020 Q4	$24K	Buy	860 +410	+91%	+$11.1K	﹤0.01%	427
2020 Q3	$10K	Hold	450	–	–	﹤0.01%	496
2020 Q2	$11K	Hold	450	–	–	﹤0.01%	474
2020 Q1	$10K	Hold	450	–	–	﹤0.01%	447
2019 Q4	$12K	Buy	+450	New	+$12.5K	﹤0.01%	566
2018 Q4	–	Sell	-429	Closed	-$12.9K	–	543
2018 Q3	$12.9K	Buy	+429	New	+$12.8K	﹤0.01%	699

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRUE Private Wealth Advisors's HMC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Honda (HMC) in Q1 2021, closing a stake of 860 shares — an estimated $24K sold.

TRUE Private Wealth Advisors first reported a position in HMC in Q3 2018 and held it in 6 quarters. The position peaked at $24K in Q4 2020. 244 funds tracked by Wall St. Rank hold HMC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Honda position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 860 Honda shares in Q1 2021, an estimated $24K.
TRUE Private Wealth Advisors first reported a position in Honda in Q3 2018 and held it in 6 quarters.
TRUE Private Wealth Advisors's Honda position peaked at $24K in Q4 2020.
244 funds tracked by Wall St. Rank held Honda as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.