WIA
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Wealthstreet Investment Advisors’s Howard Hughes HHH Stock Holding History

Wealthstreet Investment Advisors’s Portfolio HHH Stock Details HHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,889
Closed -$235K – 334
2020
Q1 		$235K Sell
4,889
-876
-15% -$87.8K 0.03% 268
2019
Q4 		$697K Sell
5,765
-2,806
-33% -$311K 0.08% 198
2019
Q3 		$911K Sell
8,571
-105
-1% -$13K 0.12% 148
2019
Q2 		$1.02M Sell
8,676
-2,570
-23% -$263K 0.13% 146
2019
Q1 		$1.18M Sell
11,246
-24
-0.2% -$2.49K 0.16% 129
2018
Q4 		$1.15M Sell
11,270
-1,978
-15% -$206K 0.16% 125
2018
Q3 		$1.57M Sell
13,248
-189
-1% -$23.7K 0.19% 115
2018
Q2 		$1.7M Sell
13,437
-288
-2% -$36.7K 0.22% 106
2018
Q1 		$1.82M Hold
13,725
– – 0.23% 103
2017
Q4 		$1.72M Buy
+13,725
New +$1.64M 0.21% 111

Other funds holding HHH

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return