Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HUM
Humana Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
140
$420.04 - $468.33 $58.8K - $65.6K
HA
Hawaiian Holdings Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
78
$12.9 - $20.79 $1.01K - $1.62K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 09, 2022
5,715
$233.59 - $339.12 $1.33M - $1.94M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q1 2022 Filed on May 09, 2022
4,220
$53.78 - $68.51 $227K - $289K
Tidal ETF Tr Atac Us Rotation ETF
Q1 2022 Filed on May 09, 2022
12,935
N/A
Royal Dutch Shell PLC Sponsored Adr Repstg B Shs Isin#Us7802591070
Q1 2022 Filed on May 09, 2022
15,100
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 09, 2022
4,948
$44.64 - $55.71 $221K - $276K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2022 Filed on May 09, 2022
2,202
$330.12 - $396.83 $727K - $874K
HEIA
Heico Crp Cl A
Q1 2022 Filed on May 09, 2022
9,450
N/A
XPEV
Xpeng Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
4,200
$19.75 - $50.27 $83K - $211K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q1 2022 Filed on May 09, 2022
2,760
$58.98 - $72.55 $163K - $200K
GIS
General Mills Inc

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
500
$60.62 - $68.86 $30.3K - $34.4K
ARRY
Array Technologies, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
500
$15.39 - $27.09 $7.7K - $13.5K
LESL
Leslie'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
500
$20.0 - $23.9 $10K - $12K
FUBO
Fubo Tv Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
400
$15.4 - $33.87 $6.16K - $13.5K
TCHP
T Rowe Price Exchange Traded F

Technology
Q4 2021 Filed on Jan 20, 2022
1,400
$31.36 - $34.64 $43.9K - $48.5K
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Jan 20, 2022
3,000
$20.77 - $33.88 $62.3K - $102K
NRDY
Nerdy Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
250
$4.49 - $10.04 $1.12K - $2.51K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
16,005
$57.28 - $81.19 $917K - $1.3M
GENI
Genius Sports LTD

Communication Services
Q4 2021 Filed on Jan 20, 2022
5,000
$6.92 - $19.69 $34.6K - $98.5K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
1,000
$3.45 - $6.89 $3.45K - $6.89K
AOS
Smith A O Corp

Industrials
Q4 2021 Filed on Jan 20, 2022
930
$61.17 - $85.85 $56.9K - $79.8K
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Jan 20, 2022
436
$17.93 - $20.54 $7.82K - $8.96K
APPH
App Harvest, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
200
$3.89 - $6.88 $778 - $1.38K
FDG
American Centy ETF Tr Focused

ETFs
Q4 2021 Filed on Jan 20, 2022
400
$77.83 - $89.19 $31.1K - $35.7K
JPSE
J P Morgan Diversified Return

ETFs
Q4 2021 Filed on Jan 20, 2022
2,565
$43.52 - $47.96 $112K - $123K
SENS
Senseonics Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
2,000
$2.58 - $3.91 $5.16K - $7.82K
JPHY
Jp Morgan High Yield Research

ETFs
Q4 2021 Filed on Jan 20, 2022
290
N/A
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
1,100
$80.7 - $106.99 $88.8K - $118K
ICLK
I Click Interactive Asia Group LTD

Communication Services
Q4 2021 Filed on Jan 20, 2022
3,000
$4.17 - $7.44 $12.5K - $22.3K
ESG
Flexshares Stoxx Us Esg Select
Q4 2021 Filed on Jan 20, 2022
300
N/A
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q4 2021 Filed on Jan 20, 2022
670
$56.15 - $67.06 $37.6K - $44.9K
Fireeye Inc Com
Q4 2021 Filed on Jan 20, 2022
1,500
N/A
Guggenheim Enhanced Equity Income Fd Com
Q4 2021 Filed on Jan 20, 2022
5,215
N/A
HOLX
Hologic Inc

Healthcare
Q4 2021 Filed on Jan 20, 2022
1,200
$68.97 - $77.92 $82.8K - $93.5K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
Q4 2021 Filed on Jan 20, 2022
5,885
$30.01 - $32.26 $177K - $190K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Jan 20, 2022
200
$27.42 - $31.63 $5.48K - $6.33K
Wisdomtree Tr Fltg Rate Treas Fd
Q4 2021 Filed on Jan 20, 2022
2,000
N/A
Columbia Ppty Tr Inc Com New
Q4 2021 Filed on Jan 20, 2022
5,045
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2021 Filed on Jan 20, 2022
435
$73.63 - $82.12 $32K - $35.7K
NEP
Nextera Energy Partners, LP

Utilities
Q4 2021 Filed on Jan 20, 2022
500
$76.06 - $87.69 $38K - $43.8K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Jan 20, 2022
137
$108.95 - $110.71 $14.9K - $15.2K
Pimco Dynamic Cr & Mtg Income Fd Com Shs
Q4 2021 Filed on Jan 20, 2022
1,800
N/A
Pieris Pharmaceuticals Inc Com
Q4 2021 Filed on Jan 20, 2022
2,000
N/A
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
Q4 2021 Filed on Jan 20, 2022
2,753
$5.46 - $6.01 $15K - $16.5K
H
Hyatt Hotels Corp

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
800
$77.83 - $95.93 $62.3K - $76.7K
Dermtech Inc Com
Q4 2021 Filed on Jan 20, 2022
200
N/A
VTEX
Vtex

Technology
Q4 2021 Filed on Jan 20, 2022
200
$10.29 - $20.85 $2.06K - $4.17K
PSTHWS
Pershing Square Tontine Holdin
Q4 2021 Filed on Jan 20, 2022
1,111
N/A
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