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WealthTrust Asset Management’s Honda HMC Stock Holding History

WealthTrust Asset Management’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,801
Closed -$767K – 99
2024
Q2 		$767K Buy
23,801
+151
+0.6% +$5.11K 0.56% 46
2024
Q1 		$880K Buy
+23,650
New +$813K 0.67% 34

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WealthTrust Asset Management's HMC Position: Q3 2024 in Review

WealthTrust Asset Management sold out of Honda (HMC) in Q3 2024, closing a stake of 23,801 shares — an estimated $767K sold.

WealthTrust Asset Management first reported a position in HMC in Q1 2024 and held it in 2 quarters. The position peaked at $880K in Q1 2024. 349 funds tracked by Wall St. Rank hold HMC as of Q3 2024.

  • WealthTrust Asset Management reported no remaining Honda position as of Q3 2024 after selling out during the quarter.
  • WealthTrust Asset Management sold 23,801 Honda shares in Q3 2024, an estimated $767K.
  • WealthTrust Asset Management first reported a position in Honda in Q1 2024 and held it in 2 quarters.
  • WealthTrust Asset Management's Honda position peaked at $880K in Q1 2024.
  • 349 funds tracked by Wall St. Rank held Honda as of Q3 2024.

Based on WealthTrust Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.