WR Wealth Planners’s Hackett Group HCKT Stock Holding History

WR Wealth Planners’s Portfolio HCKT Stock Details HCKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13	Closed	-$282	–	1171
2024 Q2	$282	Hold	13	–	–	﹤0.01%	1094
2024 Q1	$316	Buy	+13	New	+$308	﹤0.01%	1106

Other funds holding HCKT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's HCKT Position: Q3 2024 in Review

WR Wealth Planners sold out of Hackett Group (HCKT) in Q3 2024, closing a stake of 13 shares — an estimated $282 sold.

WR Wealth Planners first reported a position in HCKT in Q1 2024 and held it in 2 quarters. The position peaked at $316 in Q1 2024. 178 funds tracked by Wall St. Rank hold HCKT as of Q3 2024.

WR Wealth Planners reported no remaining Hackett Group position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 13 Hackett Group shares in Q3 2024, an estimated $282.
WR Wealth Planners first reported a position in Hackett Group in Q1 2024 and held it in 2 quarters.
WR Wealth Planners's Hackett Group position peaked at $316 in Q1 2024.
178 funds tracked by Wall St. Rank held Hackett Group as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.