Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025
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
BAR
Granite Shares Gold Trust

ETFs
Q2 2022 Filed on Jul 15, 2022
2,030
$17.91 - $19.62 $36.4K - $39.8K
HUM
Humana Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
140
$420.04 - $468.33 $58.8K - $65.6K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,455
$16.34 - $19.61 $23.8K - $28.5K
GSFP
Goldman Sachs ETF Tr Goldman S
Q2 2022 Filed on Jul 15, 2022
1,950
$28.28 - $35.07 $55.1K - $68.4K
HA
Hawaiian Holdings Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
78
$12.9 - $20.79 $1.01K - $1.62K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 09, 2022
4,948
$44.64 - $55.71 $221K - $276K
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
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q1 2022 Filed on May 09, 2022
2,760
$58.98 - $72.55 $163K - $200K
Royal Dutch Shell PLC Sponsored Adr Repstg B Shs Isin#Us7802591070
Q1 2022 Filed on May 09, 2022
15,100
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2022 Filed on May 09, 2022
2,202
$330.12 - $396.83 $727K - $874K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 09, 2022
5,715
$233.59 - $339.12 $1.33M - $1.94M
XPEV
Xpeng Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
4,200
$19.75 - $50.27 $83K - $211K
HEIA
Heico Crp Cl A
Q1 2022 Filed on May 09, 2022
9,450
N/A
GENI
Genius Sports LTD

Communication Services
Q4 2021 Filed on Jan 20, 2022
5,000
$6.92 - $19.69 $34.6K - $98.5K
LESL
Leslie'S, Inc.

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

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
500
$60.62 - $68.86 $30.3K - $34.4K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2021 Filed on Jan 20, 2022
435
$73.63 - $82.12 $32K - $35.7K
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
FUBO
Fubo Tv Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
400
$15.4 - $33.87 $6.16K - $13.5K
NRDY
Nerdy Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
250
$4.49 - $10.04 $1.12K - $2.51K
Landmark Infrastructure Partners LP Com Unit LTD Partner Int
Q4 2021 Filed on Jan 20, 2022
14,000
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
AOS
Smith A O Corp

Industrials
Q4 2021 Filed on Jan 20, 2022
930
$61.17 - $85.85 $56.9K - $79.8K
APPH
App Harvest, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
200
$3.89 - $6.88 $778 - $1.38K
JPSE
J P Morgan Diversified Return

ETFs
Q4 2021 Filed on Jan 20, 2022
2,565
$43.52 - $47.96 $112K - $123K
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Jan 20, 2022
436
$17.93 - $20.54 $7.82K - $8.96K
FDG
American Centy ETF Tr Focused

ETFs
Q4 2021 Filed on Jan 20, 2022
400
$77.83 - $89.19 $31.1K - $35.7K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q4 2021 Filed on Jan 20, 2022
670
$56.15 - $67.06 $37.6K - $44.9K
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
SENS
Senseonics Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
2,000
$2.58 - $3.91 $5.16K - $7.82K
ARRY
Array Technologies, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
500
$15.39 - $27.09 $7.7K - $13.5K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
16,005
$57.28 - $81.19 $917K - $1.3M
SJT
San Juan Basin Royalty Trust

Energy
Q4 2021 Filed on Jan 20, 2022
600
$5.15 - $7.55 $3.09K - $4.53K
HOLX
Hologic Inc

Healthcare
Q4 2021 Filed on Jan 20, 2022
1,200
$68.97 - $77.92 $82.8K - $93.5K
Nuveen Tax Advantaged Dividend Growth Fd Com
Q4 2021 Filed on Jan 20, 2022
6,458
N/A
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
Wisdomtree Tr Fltg Rate Treas Fd
Q4 2021 Filed on Jan 20, 2022
2,000
N/A
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Jan 20, 2022
200
$27.42 - $31.63 $5.48K - $6.33K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Jan 20, 2022
137
$108.95 - $110.71 $14.9K - $15.2K
Columbia Ppty Tr Inc Com New
Q4 2021 Filed on Jan 20, 2022
5,045
N/A
PDI
Pimco Dynamic Income Fund

Financial Services
Q4 2021 Filed on Jan 20, 2022
400
$24.75 - $27.21 $9.9K - $10.9K
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
PSTHWS
Pershing Square Tontine Holdin
Q4 2021 Filed on Jan 20, 2022
1,111
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
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q4 2021 Filed on Jan 20, 2022
10,000
$19.68 - $20.28 $197K - $203K
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