Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
590
$135.8 - $166.97 $80.1K - $98.5K
RF
Regions Financial Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
3,500
$18.42 - $22.09 $64.5K - $77.3K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Jul 15, 2022
250
$23.19 - $50.02 $5.8K - $12.5K
RY
Royal Bank Of Canada

Financial Services
Q2 2022 Filed on Jul 15, 2022
810
$94.97 - $111.22 $76.9K - $90.1K
SNY
Sanofi

Healthcare
Q2 2022 Filed on Jul 15, 2022
578
$48.99 - $57.46 $28.3K - $33.2K
SAP
Sap Se

Technology
Q2 2022 Filed on Jul 15, 2022
100
$90.37 - $112.48 $9.04K - $11.2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
973
$55.59 - $60.15 $54.1K - $58.5K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Jul 15, 2022
400
$119.89 - $142.83 $48K - $57.1K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$73.54 - $90.55 $7.35K - $9.06K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Jul 15, 2022
1,565
$38.85 - $50.6 $60.8K - $79.2K
XLK
Technology Sector Spdr

ETFs
Q2 2022 Filed on Jul 15, 2022
285
$123.49 - $161.47 $35.2K - $46K
XLU
Utilities Sector Spdr

ETFs
Q2 2022 Filed on Jul 15, 2022
1,450
$64.87 - $76.96 $94.1K - $112K
SRE
Sempra Energy

Utilities
Q2 2022 Filed on Jul 15, 2022
200
$139.49 - $172.67 $27.9K - $34.5K
SWAV
Shockwave Medical, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
350
$115.91 - $214.48 $40.6K - $75.1K
RWT
Redwood Trust Inc

Real Estate
Q2 2022 Filed on Jul 15, 2022
619
$6.77 - $10.54 $4.19K - $6.52K
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
3,300
$8.39 - $21.58 $27.7K - $71.2K
PLTR
Palantir Technologies Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
2,550
$6.71 - $14.63 $17.1K - $37.3K
PK
Park Hotels & Resorts Inc.

Real Estate
Q2 2022 Filed on Jul 15, 2022
500
$13.49 - $20.43 $6.75K - $10.2K
PAYX
Paychex Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
300
$113.0 - $141.23 $33.9K - $42.4K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
511
$9.18 - $27.81 $4.69K - $14.2K
Peoples United Financial Inc C/A Eff 04/04/22 1 Old / .118 New Cu 55261 F104 M&T Bk Corp
Q2 2022 Filed on Jul 15, 2022
1,204
N/A
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 15, 2022
1,044
$12.81 - $17.34 $13.4K - $18.1K
PHK
Pimco High Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
800
$4.9 - $6.0 $3.92K - $4.8K
PINS
Pinterest, Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
400
$17.19 - $27.4 $6.88K - $11K
PLUG
Plug Power Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
300
$13.45 - $31.75 $4.04K - $9.53K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
661
$151.48 - $184.7 $100K - $122K
PII
Polaris Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
50
$94.94 - $111.88 $4.75K - $5.59K
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Jul 15, 2022
2,950
$25.36 - $30.58 $74.8K - $90.2K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q2 2022 Filed on Jul 15, 2022
200
$82.44 - $97.74 $16.5K - $19.5K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
3
$30.35 - $72.73 $91.1 - $218
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
1,000
$5.71 - $6.69 $5.71K - $6.69K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
300
$56.85 - $68.24 $17.1K - $20.5K
SPOT
Spotify Technology S.A.

Communication Services
Q2 2022 Filed on Jul 15, 2022
160
$91.94 - $158.84 $14.7K - $25.4K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
500
$16.82 - $19.97 $8.41K - $9.99K
PSLV
Sprott Physical Silver Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,000
$6.9 - $9.1 $13.8K - $18.2K
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Jul 15, 2022
2,935
$41.64 - $45.06 $122K - $132K
STM
St Microelectronics N.V.

Technology
Q2 2022 Filed on Jul 15, 2022
2,000
$31.47 - $42.76 $62.9K - $85.5K
HNDL
Strategy Shs

ETFs
Q2 2022 Filed on Jul 15, 2022
500
$19.94 - $24.21 $9.97K - $12.1K
SYK
Stryker Corp

Healthcare
Q2 2022 Filed on Jul 15, 2022
275
$194.09 - $276.37 $53.4K - $76K
SU
Suncor Energy Inc

Energy
Q2 2022 Filed on Jul 15, 2022
1,000
$31.26 - $42.49 $31.3K - $42.5K
SYF
Synchrony Financial

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,500
$27.62 - $40.7 $41.4K - $61.1K
TWN
Taiwan Fund Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,200
$25.1 - $33.44 $30.1K - $40.1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2022 Filed on Jul 15, 2022
400
$81.75 - $104.79 $32.7K - $41.9K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q2 2022 Filed on Jul 15, 2022
2,016
$13.12 - $15.03 $26.4K - $30.3K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2022 Filed on Jul 15, 2022
134
$114.07 - $132.3 $15.3K - $17.7K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$96.26 - $126.23 $9.63K - $12.6K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Jul 15, 2022
143
$45.07 - $47.95 $6.45K - $6.86K
SJM
J M Smucker CO

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
200
$122.22 - $145.01 $24.4K - $29K
SNAP
Snap Inc

Communication Services
Q2 2022 Filed on Jul 15, 2022
250
$11.91 - $39.34 $2.98K - $9.84K
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email