Heritage Wealth Advisors Closed Holding Positions

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GBCI
Glacier Bancorp, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
70
$44.84 - $50.2 $3.14K - $3.51K
LZB
La Z Boy Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
92
$22.53 - $27.93 $2.07K - $2.57K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2022 Filed on Aug 04, 2022
2,564
$38.16 - $45.36 $97.8K - $116K
PINS
Pinterest, Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
20
$17.19 - $27.4 $344 - $548
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Aug 04, 2022
271
$24.51 - $28.87 $6.64K - $7.82K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
1,036
$66.31 - $83.95 $68.7K - $87K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Aug 04, 2022
100
$23.19 - $50.02 $2.32K - $5K
DJP
Barclays Bank PLC

ETFs
Q2 2022 Filed on Aug 04, 2022
1,528
$34.8 - $41.2 $53.2K - $63K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Aug 04, 2022
1,983
$29.45 - $30.11 $58.4K - $59.7K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2022 Filed on Aug 04, 2022
1,946
$72.75 - $89.85 $142K - $175K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 04, 2022
539
$42.05 - $47.77 $22.7K - $25.7K
AUDC
Audiocodes LTD

Technology
Q1 2022 Filed on May 11, 2022
4,666
$25.55 - $35.56 $119K - $166K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 11, 2022
1,749
$44.64 - $55.71 $78.1K - $97.4K
NOK
Nokia Corp

Technology
Q1 2022 Filed on May 11, 2022
630
$4.53 - $6.29 $2.85K - $3.96K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
25
$50.79 - $95.08 $1.27K - $2.38K
BFA
Brown Forman Corp Cl A
Q1 2022 Filed on May 11, 2022
67
N/A
CHKP
Check Point Software Technologies LTD

Technology
Q1 2022 Filed on May 11, 2022
650
$113.24 - $148.98 $73.6K - $96.8K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 11, 2022
334
$29.88 - $37.04 $9.98K - $12.4K
SON
Sonoco Products CO

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,625
$54.42 - $62.72 $88.4K - $102K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
Q1 2022 Filed on May 11, 2022
3,333
$1.73 - $4.06 $5.77K - $13.5K
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2022 Filed on May 11, 2022
31
$242.02 - $279.09 $7.5K - $8.65K
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
15
$30.32 - $91.33 $455 - $1.37K
KBH
Kb Home

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,800
$32.38 - $49.38 $90.7K - $138K
BIRD
Allbirds, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
300
$5.16 - $16.22 $1.55K - $4.87K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2022 Filed on May 11, 2022
150
$7.33 - $9.39 $1.1K - $1.41K
Xilinx Inc
Q1 2022 Filed on May 11, 2022
1,185
N/A
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on May 11, 2022
20
$87.3 - $110.53 $1.75K - $2.21K
Apollo Global Management LLC Class A
Q4 2021 Filed on Feb 02, 2022
1,000
N/A
ZG
Zillow Group, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
40
$52.38 - $105.72 $2.1K - $4.23K
Community Bankers Trust Corp
Q4 2021 Filed on Feb 02, 2022
56,300
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
53
N/A
Com21
Q4 2021 Filed on Feb 02, 2022
134
N/A
PCSA
Processa Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
1,000
$4.03 - $8.42 $4.03K - $8.42K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2021 Filed on Feb 02, 2022
1
$30.63 - $34.72 $30.6 - $34.7
MHK
Mohawk Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
1,150
$163.95 - $199.06 $189K - $229K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q4 2021 Filed on Feb 02, 2022
0
$53.73 - $58.47 $0 - $0
CFFI
C & F Financial Corp

Financial Services
Q4 2021 Filed on Feb 02, 2022
107
$49.21 - $53.25 $5.27K - $5.7K
Stanley Furniture New
Q3 2021 Filed on Nov 02, 2021
583,597
N/A
GL
Globe Life Inc.

Financial Services
Q3 2021 Filed on Nov 02, 2021
14
$86.57 - $97.49 $1.21K - $1.36K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q3 2021 Filed on Nov 02, 2021
22
$19.26 - $26.02 $424 - $572
BOH
Bank Of Hawaii Corp

Financial Services
Q3 2021 Filed on Nov 02, 2021
21
$77.15 - $87.02 $1.62K - $1.83K
CARE
Carter Bankshares, Inc.

Financial Services
Q3 2021 Filed on Nov 02, 2021
8,700
$10.15 - $14.89 $88.3K - $130K
BRC
Brady Corp

Industrials
Q3 2021 Filed on Nov 02, 2021
10
$49.29 - $55.9 $493 - $559
BJRI
B Js Restaurants Inc

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
34
$37.47 - $48.95 $1.27K - $1.66K
G
Genpact LTD

Technology
Q3 2021 Filed on Nov 02, 2021
385
$45.73 - $52.69 $17.6K - $20.3K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
302
$95.84 - $104.35 $28.9K - $31.5K
DY
Dycom Industries Inc

Industrials
Q3 2021 Filed on Nov 02, 2021
1,775
$63.99 - $77.48 $114K - $138K
General Electric Company
Q3 2021 Filed on Nov 02, 2021
33,016
N/A
Churchill Capital Cl A Ord
Q3 2021 Filed on Nov 02, 2021
2,000
N/A
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