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WR Wealth Planners’s Hurco Companies Inc HURC Stock Holding History

WR Wealth Planners’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-324
Closed -$8.2K – 931
2023
Q1 		$8.2K Buy
+324
New +$8.95K ﹤0.01% 598

Other funds holding HURC

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's HURC Position: Q2 2023 in Review

WR Wealth Planners sold out of Hurco Companies Inc (HURC) in Q2 2023, closing a stake of 324 shares — an estimated $8.2K sold.

WR Wealth Planners first reported a position in HURC in Q1 2023 and held it in 1 quarter. The position peaked at $8.2K in Q1 2023. 57 funds tracked by Wall St. Rank hold HURC as of Q2 2023.

  • WR Wealth Planners reported no remaining Hurco Companies Inc position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 324 Hurco Companies Inc shares in Q2 2023, an estimated $8.2K.
  • WR Wealth Planners first reported a position in Hurco Companies Inc in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Hurco Companies Inc position peaked at $8.2K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.