WIA
HIT

Wetzel Investment Advisors’s HITACHI LTD ADR (10COM)NEW HIT Stock Holding History

Wetzel Investment Advisors’s Portfolio HIT Stock Details HIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33
Closed -$5.87K – 1011
2024
Q1 		$5.87K Hold
33
– – ﹤0.01% 649
2023
Q4 		$5K Buy
+33
New +$5K ﹤0.01% 704

Other funds holding HIT

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return

Wetzel Investment Advisors's HIT Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of HITACHI LTD ADR (10COM)NEW (HIT) in Q2 2024, closing a stake of 33 shares — an estimated $5.87K sold.

Wetzel Investment Advisors first reported a position in HIT in Q4 2023 and held it in 2 quarters. The position peaked at $5.87K in Q1 2024. 24 funds tracked by Wall St. Rank hold HIT as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining HITACHI LTD ADR (10COM)NEW position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 33 HITACHI LTD ADR (10COM)NEW shares in Q2 2024, an estimated $5.87K.
  • Wetzel Investment Advisors first reported a position in HITACHI LTD ADR (10COM)NEW in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's HITACHI LTD ADR (10COM)NEW position peaked at $5.87K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held HITACHI LTD ADR (10COM)NEW as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.