HOEY INVESTMENTS, INC

HTTP://WWW.HOEYINVESTMENTS.COM WEST CHESTER, PA Investment Advisor How do I update this listing?

Hoey Investments is based out of West Chester. Hoey Investments is a large advisory firm with 359 clients and discretionary assets under management (AUM) of $208,000,000 (Form ADV from 2020-06-17). Their last reported 13F filing for Q2 2020 included $203,717,000 in managed 13F securities and a top 10 holdings concentration of 76.59%. Hoey Investments's largest holding is Amazon.com Inc. with shares held of 15,186. Whalewisdom has at least 3 13F filings

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06/30/2020

13F Activity

  • Market Value $203.717 Million
  • Prior Market Value $142.405 Million
  • New Purchases40 stocks
  • Additional Purchases36 stocks
  • Sold out of19 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 76.59 %
  • Turnover % [1]:40.14%
  • Turnover Alt % [2]: 19.95 %
  • Time Held Top20:1.30 quarters
  • Time Held Top10:1.50 quarters
  • Time Held All:1.51 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 36.52%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

HOEY INVESTMENTS, INC.
410 NORTH HIGH ST.
WEST CHESTER PA    19380
Country: United States

Business Phone: 610-738-4280
Fax: 610-738-4290
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 4
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 359
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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HOEY INVESTMENTS, INC.

ownership team - last updated 2020-06-17
Name Title Start Date Direct/Indirect % Ownership
HOEY, FRANCIS, JAMES PRINCIPAL AND CHIEF COMPLIANCE OFFICER 12/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
HOEY INVESTMENTS, INC. PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2007-12-01

HOEY INVESTMENTS, INC.

ownership team - last updated 2020-01-17
Name Title Start Date Direct/Indirect % Ownership

HOEY INVESTMENTS, INC.

ownership team - last updated 2019-02-26
Name Title Start Date Direct/Indirect % Ownership
HOEY, FRANCIS, JAMES PRINCIPAL AND CHIEF COMPLIANCE OFFICER 12/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
HOEY INVESTMENTS, INC. PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2007-12-01

HOEY INVESTMENTS, INC.

ownership team - last updated 2017-03-16
Name Title Start Date Direct/Indirect % Ownership
HOEY, FRANCIS, JAMES PRINCIPAL AND CHIEF COMPLIANCE OFFICER 12/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
HOEY INVESTMENTS, INC. PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2007-12-01

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