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Visionary Wealth Advisors’s Humana HUM Stock Holding History

Visionary Wealth Advisors’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-878
Closed -$278K – 547
2024
Q3 		$278K Buy
878
+10
+1% +$3.56K 0.02% 446
2024
Q2 		$324K Sell
868
-22
-2% -$7.43K 0.02% 397
2024
Q1 		$309K Buy
890
+300
+51% +$114K 0.02% 402
2023
Q4 		$270K Buy
+590
New +$291K 0.02% 409
2023
Q1 		– Sell
-637
Closed -$326K – 463
2022
Q4 		$326K Buy
+637
New +$335K 0.03% 302
2022
Q2 		– Sell
-579
Closed -$252K – 453
2022
Q1 		$252K Buy
579
+20
+4% +$8.37K 0.02% 365
2021
Q4 		$259K Buy
+559
New +$247K 0.02% 324
2021
Q3 		– Sell
-509
Closed -$225K – 336
2021
Q2 		$225K Buy
+509
New +$222K 0.02% 304

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Visionary Wealth Advisors's HUM Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Humana (HUM) in Q4 2024, closing a stake of 878 shares — an estimated $278K sold.

Visionary Wealth Advisors first reported a position in HUM in Q2 2021 and held it in 8 quarters. The position peaked at $326K in Q4 2022. 879 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 878 Humana shares in Q4 2024, an estimated $278K.
  • Visionary Wealth Advisors first reported a position in Humana in Q2 2021 and held it in 8 quarters.
  • Visionary Wealth Advisors's Humana position peaked at $326K in Q4 2022.
  • 879 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.