Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GD
General Dynamics Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
39
$209.78 - $247.69 $8.18K - $9.66K
GPC
Genuine Parts CO

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
20
$125.93 - $140.81 $2.52K - $2.82K
HMCOU
Humanco Acquisition Corp Unit

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
N/A
GATX
Gatx Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
200
$91.99 - $121.8 $18.4K - $24.4K
BOTZ
Global X Fds

ETFs
Q2 2022 Filed on Jul 15, 2022
1,500
$20.32 - $29.37 $30.5K - $44.1K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q2 2022 Filed on Jul 15, 2022
4,365
$20.54 - $23.36 $89.7K - $102K
GWW
W.W. Grainger, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
100
$442.09 - $527.11 $44.2K - $52.7K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2022 Filed on Jul 15, 2022
260
$22.45 - $28.45 $5.84K - $7.4K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2022 Filed on May 09, 2022
2,202
$330.12 - $396.83 $727K - $874K
Royal Dutch Shell PLC Sponsored Adr Repstg B Shs Isin#Us7802591070
Q1 2022 Filed on May 09, 2022
15,100
N/A
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q1 2022 Filed on May 09, 2022
4,220
$53.78 - $68.51 $227K - $289K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 09, 2022
5,715
$233.59 - $339.12 $1.33M - $1.94M
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 09, 2022
4,948
$44.64 - $55.71 $221K - $276K
Tidal ETF Tr Atac Us Rotation ETF
Q1 2022 Filed on May 09, 2022
12,935
N/A
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q1 2022 Filed on May 09, 2022
2,760
$58.98 - $72.55 $163K - $200K
XPEV
Xpeng Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
4,200
$19.75 - $50.27 $83K - $211K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2021 Filed on Jan 20, 2022
100
$13.04 - $24.06 $1.3K - $2.41K
FDG
American Centy ETF Tr Focused

ETFs
Q4 2021 Filed on Jan 20, 2022
400
$77.83 - $89.19 $31.1K - $35.7K
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Jan 20, 2022
436
$17.93 - $20.54 $7.82K - $8.96K
JPSE
J P Morgan Diversified Return

ETFs
Q4 2021 Filed on Jan 20, 2022
2,565
$43.52 - $47.96 $112K - $123K
Dermtech Inc Com
Q4 2021 Filed on Jan 20, 2022
200
N/A
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q4 2021 Filed on Jan 20, 2022
10,000
$19.68 - $20.28 $197K - $203K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
Q4 2021 Filed on Jan 20, 2022
2,753
$5.46 - $6.01 $15K - $16.5K
PSTHWS
Pershing Square Tontine Holdin
Q4 2021 Filed on Jan 20, 2022
1,111
N/A
APPH
App Harvest, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
200
$3.89 - $6.88 $778 - $1.38K
SENS
Senseonics Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
2,000
$2.58 - $3.91 $5.16K - $7.82K
Pieris Pharmaceuticals Inc Com
Q4 2021 Filed on Jan 20, 2022
2,000
N/A
Pimco Dynamic Cr & Mtg Income Fd Com Shs
Q4 2021 Filed on Jan 20, 2022
1,800
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
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Jan 20, 2022
3,000
$20.77 - $33.88 $62.3K - $102K
JPHY
Jp Morgan High Yield Research

ETFs
Q4 2021 Filed on Jan 20, 2022
290
N/A
VTEX
Vtex

Technology
Q4 2021 Filed on Jan 20, 2022
200
$10.29 - $20.85 $2.06K - $4.17K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
16,005
$57.28 - $81.19 $917K - $1.3M
Landmark Infrastructure Partners LP Com Unit LTD Partner Int
Q4 2021 Filed on Jan 20, 2022
14,000
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2021 Filed on Jan 20, 2022
500
$10.56 - $10.97 $5.28K - $5.49K
FUBO
Fubo Tv Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
400
$15.4 - $33.87 $6.16K - $13.5K
LESL
Leslie'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
500
$20.0 - $23.9 $10K - $12K
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
GIS
General Mills Inc

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
500
$60.62 - $68.86 $30.3K - $34.4K
ESG
Flexshares Stoxx Us Esg Select
Q4 2021 Filed on Jan 20, 2022
300
N/A
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
1,000
$3.45 - $6.89 $3.45K - $6.89K
GENI
Genius Sports LTD

Communication Services
Q4 2021 Filed on Jan 20, 2022
5,000
$6.92 - $19.69 $34.6K - $98.5K
PDI
Pimco Dynamic Income Fund

Financial Services
Q4 2021 Filed on Jan 20, 2022
400
$24.75 - $27.21 $9.9K - $10.9K
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
1,100
$80.7 - $106.99 $88.8K - $118K
AOS
Smith A O Corp

Industrials
Q4 2021 Filed on Jan 20, 2022
930
$61.17 - $85.85 $56.9K - $79.8K
NEP
Nextera Energy Partners, LP

Utilities
Q4 2021 Filed on Jan 20, 2022
500
$76.06 - $87.69 $38K - $43.8K
ARRY
Array Technologies, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
500
$15.39 - $27.09 $7.7K - $13.5K
Nuveen Tax Advantaged Dividend Growth Fd Com
Q4 2021 Filed on Jan 20, 2022
6,458
N/A
OMFS
Invesco Exchange Traded Self I

ETFs
Q4 2021 Filed on Jan 20, 2022
3,595
$40.01 - $45.36 $144K - $163K
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