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Werba Rubin Papier Wealth Management’s Honda HMC Stock Holding History

Werba Rubin Papier Wealth 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
-7,071
Closed -$228K – 197
2024
Q2 		$228K Buy
7,071
+1,259
+22% +$42.6K 0.06% 142
2024
Q1 		$216K Buy
+5,812
New +$200K 0.06% 136

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 $6.69B AUM
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

Werba Rubin Papier Wealth Management's HMC Position: Q3 2024 in Review

Werba Rubin Papier Wealth Management sold out of Honda (HMC) in Q3 2024, closing a stake of 7,071 shares — an estimated $228K sold.

Werba Rubin Papier Wealth Management first reported a position in HMC in Q1 2024 and held it in 2 quarters. The position peaked at $228K in Q2 2024. 348 funds tracked by Wall St. Rank hold HMC as of Q3 2024.

  • Werba Rubin Papier Wealth Management reported no remaining Honda position as of Q3 2024 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 7,071 Honda shares in Q3 2024, an estimated $228K.
  • Werba Rubin Papier Wealth Management first reported a position in Honda in Q1 2024 and held it in 2 quarters.
  • Werba Rubin Papier Wealth Management's Honda position peaked at $228K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Honda as of Q3 2024.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.