Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
100
$342.08 - $431.38 $34.2K - $43.1K
TRGP
Targa Resources Corp.

Energy
Q2 2022 Filed on Jul 15, 2022
390
$58.14 - $80.63 $22.7K - $31.4K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
3,250
$18.24 - $23.13 $59.3K - $75.2K
THW
Tekla World Healthcare Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,600
$14.0 - $16.39 $22.4K - $26.2K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
50
$28.63 - $75.86 $1.43K - $3.79K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Jul 15, 2022
60
$150.2 - $182.71 $9.01K - $11K
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
500
$54.99 - $66.78 $27.5K - $33.4K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
600
$41.53 - $51.1 $24.9K - $30.7K
TD
Toronto Dominion Bank

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,600
$64.69 - $80.48 $104K - $129K
TT
Trane Technologies PLC

Industrials
Q2 2022 Filed on Jul 15, 2022
200
$120.97 - $154.85 $24.2K - $31K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,346
$45.68 - $55.36 $61.5K - $74.5K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
150
$5.61 - $20.15 $842 - $3.02K
TPB
Turning Point Brands, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
180
$26.46 - $34.0 $4.76K - $6.12K
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
300
$35.76 - $51.7 $10.7K - $15.5K
VHT
Vanguard Health Care ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
75
$219.51 - $264.47 $16.5K - $19.8K
VIACA
Paramount Global

Communication Services
Q2 2022 Filed on Jul 15, 2022
500
$26.56 - $40.43 $13.3K - $20.2K
PLAT
Wisdomtree Growth Leaders Fund

ETFs
Q2 2022 Filed on Jul 15, 2022
165
N/A
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
Q2 2022 Filed on Jul 15, 2022
3,125
$29.62 - $37.0 $92.6K - $116K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Jul 15, 2022
125
$43.6 - $47.89 $5.45K - $5.99K
WW
Ww International, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
200
$6.17 - $10.9 $1.23K - $2.18K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
1,975
$52.02 - $81.84 $103K - $162K
XEL
Xcel Energy Inc

Utilities
Q2 2022 Filed on Jul 15, 2022
695
$63.91 - $76.34 $44.4K - $53.1K
SPRU
Spruce Pwr Hldg Corp Com
Q2 2022 Filed on Jul 15, 2022
3,500
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
750
$45.7 - $69.91 $34.3K - $52.4K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
280
$102.23 - $133.85 $28.6K - $37.5K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
100
$84.69 - $124.28 $8.47K - $12.4K
AGCO
Agco Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
200
$97.19 - $144.76 $19.4K - $29K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$27.56 - $34.6 $2.76K - $3.46K
AVRE
American Centy ETF Tr Avantis
Q2 2022 Filed on Jul 15, 2022
645
$42.75 - $53.95 $27.6K - $34.8K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2022 Filed on Jul 15, 2022
1,800
$32.77 - $37.53 $59K - $67.6K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2022 Filed on Jul 15, 2022
1,100
$44.64 - $54.52 $49.1K - $60K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
66
$27.97 - $52.25 $1.85K - $3.45K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2022 Filed on Jul 15, 2022
10,060
$14.57 - $17.56 $147K - $177K
VNO
Vornado Realty Trust

Real Estate
Q2 2022 Filed on Jul 15, 2022
1,250
$27.86 - $45.32 $34.8K - $56.7K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
753
$80.76 - $95.44 $60.8K - $71.9K
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Jul 15, 2022
350
$37.43 - $49.33 $13.1K - $17.3K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
500
$13.57 - $15.02 $6.79K - $7.51K
WDC
Western Digital Corp

Technology
Q2 2022 Filed on Jul 15, 2022
800
$44.83 - $62.86 $35.9K - $50.3K
WRK
West Rock CO

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
2,750
$38.87 - $54.19 $107K - $149K
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Jul 15, 2022
200
$32.77 - $42.22 $6.55K - $8.44K
UP
Wheels Up Experience Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
2,780
$1.88 - $3.28 $5.23K - $9.12K
WMB
Williams Companies, Inc.

Energy
Q2 2022 Filed on Jul 15, 2022
2,500
$29.74 - $37.82 $74.4K - $94.6K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
900
$105.47 - $153.14 $94.9K - $138K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$37.03 - $44.95 $3.7K - $4.5K
AME
Ametek Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
475
$107.14 - $134.38 $50.9K - $63.8K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
1,500
$43.8 - $50.65 $65.7K - $76K
CLX
Clorox CO

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
800
$122.57 - $158.28 $98.1K - $127K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$12.52 - $15.59 $12.5K - $15.6K
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Jul 15, 2022
1,478
$97.82 - $115.43 $145K - $171K
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