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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 $5.7T AUM 30.48% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return