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Wealthspire Advisors (Maryland)’s Hawkins HWKN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-80
Closed -$1K – 1152
2019
Q1 		$1K Hold
80
– – ﹤0.01% 2343
2018
Q4 		$2K Buy
80
+54
+208% +$1.05K ﹤0.01% 2088
2018
Q3 		$1K Hold
26
– – ﹤0.01% 2290
2018
Q2 		$0 Buy
+26
New +$439 ﹤0.01% 2497
2018
Q1 		– Sell
-32
Closed -$1K – 2557
2017
Q4 		$1K Buy
+32
New +$613 ﹤0.01% 2288

Other funds holding HWKN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HWKN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hawkins (HWKN) in Q2 2019, closing a stake of 80 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HWKN in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 125 funds tracked by Wall St. Rank hold HWKN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hawkins position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 80 Hawkins shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Hawkins in Q4 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Hawkins position peaked at $2K in Q4 2018.
  • 125 funds tracked by Wall St. Rank held Hawkins as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.