VWA
HUM icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return