Heritage Wealth Advisors Closed Holding Positions

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
AOS Smith A O Corp Industrials	Q2 2019 Filed on Aug 05, 2019	348	$40.5 - $56.49 $14.1K - $19.7K
Apergy Corp	Q2 2019 Filed on Aug 05, 2019	37	N/A
GMAB Genmab A/S Healthcare	Q2 2019 Filed on Aug 05, 2019	110	$16.37 - $18.47 $1.8K - $2.03K
Blackstone Group LP	Q2 2019 Filed on Aug 05, 2019	400	N/A
Encana Corporation	Q2 2019 Filed on Aug 05, 2019	380	N/A
EMN Eastman Chemical CO Basic Materials	Q2 2019 Filed on Aug 05, 2019	23	$64.92 - $84.51 $1.49K - $1.94K
Union Bankshares Corp	Q2 2019 Filed on Aug 05, 2019	47,604	N/A
Travelport Worldwide LTD	Q2 2019 Filed on Aug 05, 2019	1,086	N/A
CNA Cna Financial Corp Financial Services	Q2 2019 Filed on Aug 05, 2019	95	$43.29 - $47.69 $4.11K - $4.53K
KRE Spdr S&P Regional Banking ETF ETFs	Q2 2019 Filed on Aug 05, 2019	1,689	N/A
KBCSY Kbc Group Nv Unsponsored Adr ( Financial Services	Q2 2019 Filed on Aug 05, 2019	20	N/A
LENB Lennar Corporation Cl B	Q2 2019 Filed on Aug 05, 2019	5	N/A
ZUO Zuora Inc Technology	Q2 2019 Filed on Aug 05, 2019	815	$13.26 - $22.87 $10.8K - $18.6K
Yamaha Motor CO LTD	Q2 2019 Filed on Aug 05, 2019	26	N/A
SP Sp Plus Corp Industrials	Q2 2019 Filed on Aug 05, 2019	50	$30.97 - $34.82 $1.55K - $1.74K
Service Master Global Holdings Inc	Q2 2019 Filed on Aug 05, 2019	12	N/A
RYAAY Ryanair Holdings PLC Industrials	Q2 2019 Filed on Aug 05, 2019	41	$62.0 - $83.23 $2.54K - $3.41K
RGLD Royal Gold Inc Basic Materials	Q2 2019 Filed on Aug 05, 2019	100	$81.32 - $102.49 $8.13K - $10.2K
PUK Prudential PLC Financial Services	Q2 2019 Filed on Aug 05, 2019	203	$38.39 - $44.93 $7.79K - $9.12K
Mallinckrodt Pub	Q2 2019 Filed on Aug 05, 2019	12	N/A
MKTAY Makita Corp Spons Adr Industrials	Q2 2019 Filed on Aug 05, 2019	32	N/A
Cbs Corporation Cl B New	Q2 2019 Filed on Aug 05, 2019	119	N/A
PHB Invesco Fd Tr Ii Fundamental H ETFs	Q1 2019 Filed on May 06, 2019	761	N/A
DXJ Wisdomtree Trust Japan Hedged ETFs	Q1 2019 Filed on May 06, 2019	717	N/A
Motors Liquidation CO Guc Trust	Q1 2019 Filed on May 06, 2019	36	N/A
IBND Spdr Bloomberg International C ETFs	Q1 2019 Filed on May 06, 2019	86	$32.64 - $33.7 $2.81K - $2.9K
HEDJ Wisdomtree Europe Hedged Equit ETFs	Q1 2019 Filed on May 06, 2019	2,930	N/A
HT Hersha Hospitality Trust Real Estate	Q1 2019 Filed on May 06, 2019	500	$16.59 - $19.43 $8.3K - $9.72K
21st Cent Fox Cl A	Q1 2019 Filed on May 06, 2019	1,867	N/A
FTDR Frontdoor, Inc. Consumer Cyclical	Q1 2019 Filed on May 06, 2019	6	$25.49 - $37.07 $153 - $222
Scana Corporation New	Q1 2019 Filed on May 06, 2019	200	N/A
Sansal Wellness Ho Com Usd0.001	Q1 2019 Filed on May 06, 2019	4,000	N/A
IWO Ishares Russell 2000 Gwt ETF ETFs	Q1 2019 Filed on May 06, 2019	300	$164.26 - $202.05 $49.3K - $60.6K
TRI Thomson Reuters Corp Industrials	Q1 2019 Filed on May 06, 2019	72	$46.87 - $59.2 $3.37K - $4.26K
Care.Com Inc	Q1 2019 Filed on May 06, 2019	850	N/A
OMCL Omnicell, Inc Healthcare	Q1 2019 Filed on May 06, 2019	300	$58.88 - $86.19 $17.7K - $25.9K
Capital One Financial Corp	Q1 2019 Filed on May 06, 2019	500	N/A
0HVP.L Lumen Technologies, Inc. Telecommunication	Q1 2019 Filed on May 06, 2019	340	N/A
EEFT Euronet Worldwide, Inc. Technology	Q1 2019 Filed on May 06, 2019	5	$96.45 - $142.59 $482 - $713
IHDG Wisdomtree Tr ETFs	Q4 2018 Filed on Jan 28, 2019	20,372	N/A
Ubs Etracs Alerian Mlp Infras Etn	Q4 2018 Filed on Jan 28, 2019	1,925	N/A
IAT Ishares Tr ETFs	Q4 2018 Filed on Jan 28, 2019	310	N/A
Aetna Inc New	Q4 2018 Filed on Jan 28, 2019	1,204	N/A
Energy Transfer Partners L.P.	Q4 2018 Filed on Jan 28, 2019	3,300	N/A
Allstate Corpdep 1/1000 C	Q4 2018 Filed on Jan 28, 2019	500	N/A
Express Scripts Inc	Q4 2018 Filed on Jan 28, 2019	1,405	N/A
TRRSF Trisura Group LTD Com New (Can	Q4 2018 Filed on Jan 28, 2019	35	N/A
KODK Eastman Kodak CO Industrials	Q4 2018 Filed on Jan 28, 2019	1,000	$2.3 - $4.3 $2.3K - $4.3K
PKB Invesco Exchange Traded Fd Tr ETFs	Q4 2018 Filed on Jan 28, 2019	700	N/A
Praxair Inc	Q4 2018 Filed on Jan 28, 2019	17	N/A

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