Valeo Financial Advisors’s Howard Hughes HHH Stock Holding History

Valeo Financial Advisors’s Portfolio HHH Stock Details HHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Buy	3,409 +226	+7%	+$14.7K	0.01%	693
2026 Q1	$201K	Buy	3,183 +103	+3%	+$7.72K	﹤0.01%	693
2025 Q4	$246K	Buy	+3,080	New	+$255K	0.01%	690
2020 Q3	–	Sell	-73	Closed	-$4K	–	1826
2020 Q2	$4K	Buy	73 +13	+22%	+$655	﹤0.01%	1586
2020 Q1	$3K	Buy	60 +11	+22%	+$1.1K	﹤0.01%	1418
2019 Q4	$6K	Hold	49	–	–	﹤0.01%	1236
2019 Q3	$4K	Hold	49	–	–	﹤0.01%	1245
2019 Q2	$4K	Hold	49	–	–	﹤0.01%	1269
2019 Q1	$5K	Sell	49 -68	-58%	-$7.04K	﹤0.01%	1163
2018 Q4	$11K	Sell	117 -23	-16%	-$2.39K	﹤0.01%	858
2018 Q3	$15K	Buy	140 +8	+6%	+$1K	﹤0.01%	852
2018 Q2	$16K	Sell	132 -472	-78%	-$60.1K	﹤0.01%	819
2018 Q1	$80K	Buy	604 +415	+220%	+$50.9K	0.01%	403
2017 Q4	$24K	Buy	189 +182	+2,600%	+$21.7K	﹤0.01%	625
2017 Q3	$1K	Buy	+7	New	+$799	﹤0.01%	1094

Other funds holding HHH

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return