Heritage Wealth Advisors Closed Holding Positions

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SWN
Southwestern Energy CO

Energy
Q3 2021 Filed on Nov 02, 2021
51
$3.97 - $5.88 $202 - $300
HI
Hillenbrand, Inc.

Industrials
Q3 2021 Filed on Nov 02, 2021
46
$40.98 - $46.63 $1.89K - $2.14K
SASR
Sandy Spring Bancorp Inc

Financial Services
Q3 2021 Filed on Nov 02, 2021
21
$40.01 - $46.1 $840 - $968
AVNS
Avanos Medical, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
12
$31.2 - $38.5 $374 - $462
STBA
S&T Bancorp Inc

Financial Services
Q3 2021 Filed on Nov 02, 2021
25
$27.12 - $31.43 $678 - $786
PLXS
Plexus Corp

Technology
Q3 2021 Filed on Nov 02, 2021
24
$84.12 - $92.44 $2.02K - $2.22K
GLT
Glatfelter Corp

Basic Materials
Q3 2021 Filed on Nov 02, 2021
22
$13.6 - $15.92 $299 - $350
FLO
Flowers Foods Inc

Consumer Defensive
Q3 2021 Filed on Nov 02, 2021
4,850
$22.68 - $25.17 $110K - $122K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2021 Filed on Nov 02, 2021
2,514
$30.98 - $31.82 $77.9K - $80K
ING
Ing Groep Nv

Financial Services
Q3 2021 Filed on Nov 02, 2021
27
$11.88 - $14.7 $321 - $397
KMPR
Kemper Corp

Financial Services
Q3 2021 Filed on Nov 02, 2021
10
$61.65 - $74.68 $617 - $747
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
50
$174.22 - $244.64 $8.71K - $12.2K
Draftkings Cl A Ord
Q2 2021 Filed on Jul 27, 2021
12
N/A
Gw Pharmaceuticals PLC
Q2 2021 Filed on Jul 27, 2021
25
N/A
DENN
Denny'S Corp

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
75
$16.08 - $19.14 $1.21K - $1.44K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Jul 27, 2021
403
$63.11 - $77.09 $25.4K - $31.1K
NVT
N Vent Electric PLC

Industrials
Q2 2021 Filed on Jul 27, 2021
300
$28.14 - $33.02 $8.44K - $9.91K
PAAS
Pan American Silver Corp

Basic Materials
Q2 2021 Filed on Jul 27, 2021
50
$28.15 - $34.99 $1.41K - $1.75K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q2 2021 Filed on Jul 27, 2021
100
$148.74 - $177.24 $14.9K - $17.7K
Cimarex Energy CO
Q2 2021 Filed on Jul 27, 2021
360
N/A
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 01, 2021
755
$12.31 - $19.85 $9.29K - $15K
Bg Staffing Inc
Q4 2020 Filed on Feb 01, 2021
200
N/A
Weingarten Rlty Invs Sbi
Q4 2020 Filed on Feb 01, 2021
1,984
N/A
Unilever N V Ny Shs Newf
Q4 2020 Filed on Feb 01, 2021
3,295
N/A
Noble Corp PLC
Q4 2020 Filed on Feb 01, 2021
244
N/A
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2020 Filed on Feb 01, 2021
70
$15.39 - $18.97 $1.08K - $1.33K
XPER
Xperi Holding Corp

Technology
Q4 2020 Filed on Feb 01, 2021
1,365
$11.16 - $20.9 $15.2K - $28.5K
Capital One Finl Corp Pfd Ser F 6.2 12/29/2049
Q4 2020 Filed on Feb 01, 2021
3,320
N/A
AMWD
American Woodmark Corp

Consumer Cyclical
Q4 2020 Filed on Feb 01, 2021
1,800
$81.16 - $104.7 $146K - $188K
Micro Focus International PLC Spon Adr New
Q4 2020 Filed on Feb 01, 2021
35
N/A
Qwest Corp
Q4 2020 Filed on Feb 01, 2021
1,283
N/A
CF
Cf Industries Holdings, Inc.

Basic Materials
Q4 2020 Filed on Feb 01, 2021
300
$25.71 - $39.57 $7.71K - $11.9K
RPRX
Royalty Pharma PLC

Healthcare
Q4 2020 Filed on Feb 01, 2021
50
$36.12 - $50.05 $1.81K - $2.5K
TEF
Telefonica S A

Communication Services
Q3 2020 Filed on Nov 03, 2020
381
$3.41 - $4.8 $1.3K - $1.83K
Slack Technologies Inc
Q3 2020 Filed on Nov 03, 2020
200
N/A
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
275
$44.68 - $50.95 $12.3K - $14K
CNP
Centerpoint Energy Inc

Utilities
Q3 2020 Filed on Nov 03, 2020
900
$18.86 - $20.98 $17K - $18.9K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q3 2020 Filed on Nov 03, 2020
1,398
$11.31 - $13.44 $15.8K - $18.8K
Pnc Financial Services Group Inc
Q3 2020 Filed on Nov 03, 2020
750
N/A
Qwest Corp
Q3 2020 Filed on Nov 03, 2020
6,300
N/A
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 03, 2020
9,337
$13.69 - $15.37 $128K - $144K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
Q3 2020 Filed on Nov 03, 2020
1,190
$14.99 - $16.35 $17.8K - $19.5K
DSPG
Dsp Group, Inc.

Technology
Q3 2020 Filed on Nov 03, 2020
600
N/A
Brookfield Property Reit Inc
Q3 2020 Filed on Nov 03, 2020
19,547
N/A
SSLZY
Santos LTD Sponsored Adr(Austr

Energy
Q2 2020 Filed on Jul 17, 2020
326
$2.16 - $4.3 $704 - $1.4K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 17, 2020
48,104
N/A
United Technologies Corp
Q2 2020 Filed on Jul 17, 2020
34,640
N/A
Alps Alerian Mlp ETF
Q2 2020 Filed on Jul 17, 2020
560
N/A
Innovate Biopharmaceuticls Inc
Q2 2020 Filed on Jul 17, 2020
30,000
N/A
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