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WealthPLAN Partners’s Hims & Hers Health HIMS Stock Holding History

WealthPLAN Partners’s Portfolio HIMS Stock Details HIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50,609
Closed -$1.02M – 275
2024
Q2 		$1.02M Buy
+50,609
New +$842K 0.11% 146
2023
Q3 		– Sell
-203
Closed -$1.91K – 652
2023
Q2 		$1.91K Buy
+203
New +$2.01K ﹤0.01% 1083

Other funds holding HIMS

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
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IVMX
Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's HIMS Position: Q3 2024 in Review

WealthPLAN Partners sold out of Hims & Hers Health (HIMS) in Q3 2024, closing a stake of 50,609 shares — an estimated $1.02M sold.

WealthPLAN Partners first reported a position in HIMS in Q2 2023 and held it in 2 quarters. The position peaked at $1.02M in Q2 2024. 308 funds tracked by Wall St. Rank hold HIMS as of Q3 2024.

  • WealthPLAN Partners reported no remaining Hims & Hers Health position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 50,609 Hims & Hers Health shares in Q3 2024, an estimated $1.02M.
  • WealthPLAN Partners first reported a position in Hims & Hers Health in Q2 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Hims & Hers Health position peaked at $1.02M in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.