Hc Financial Advisors Inc Closed Holding Positions

Hc Financial Advisors Inc

  • $149 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Oct 19, 2021
30
$28.63 - $35.64 $859 - $1.07K
F
Ford Motor CO

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
200
$12.57 - $14.93 $2.51K - $2.99K
Reinvent Technology Partners
Q3 2021 Filed on Oct 19, 2021
2,570
N/A
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q3 2021 Filed on Oct 19, 2021
800
$13.95 - $14.61 $11.2K - $11.7K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q3 2021 Filed on Oct 19, 2021
1,328
$3.67 - $4.08 $4.87K - $5.42K
HY
Hyster Yale Materials Handling, Inc.

Industrials
Q3 2021 Filed on Oct 19, 2021
42
$50.26 - $73.09 $2.11K - $3.07K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
Q3 2021 Filed on Oct 19, 2021
573
$22.92 - $23.44 $13.1K - $13.4K
AA
Alcoa Corp

Basic Materials
Q3 2021 Filed on Oct 19, 2021
2
$31.62 - $51.68 $63.2 - $103
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q3 2021 Filed on Oct 19, 2021
301
$32.91 - $33.84 $9.91K - $10.2K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 19, 2021
602
$21.83 - $22.12 $13.1K - $13.3K
EBIX
Ebix Inc

Technology
Q3 2021 Filed on Oct 19, 2021
100
$26.7 - $33.47 $2.67K - $3.35K
FXI
Ishares Tr

ETFs
Q3 2021 Filed on Oct 19, 2021
10
$38.18 - $46.09 $382 - $461
Aphria Inc
Q2 2021 Filed on Jul 28, 2021
232
N/A
Phillips 66 Partners LP
Q2 2021 Filed on Jul 28, 2021
500
N/A
FIVE
Five Below, Inc

Consumer Cyclical
Q2 2021 Filed on Jul 28, 2021
56
$177.87 - $202.86 $9.96K - $11.4K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 28, 2021
1,558
N/A
HYG
Ishares Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
236
$86.61 - $88.04 $20.4K - $20.8K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2021 Filed on Jul 28, 2021
500
$34.24 - $37.05 $17.1K - $18.5K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2021 Filed on Jul 28, 2021
169
$59.11 - $60.52 $9.99K - $10.2K
SHV
Ishares Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
27
$110.48 - $110.53 $2.98K - $2.98K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 28, 2021
112
$115.26 - $132.96 $12.9K - $14.9K
EA
Electronic Arts Inc.

Communication Services
Q2 2021 Filed on Jul 28, 2021
50
$137.06 - $148.55 $6.85K - $7.43K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2021 Filed on Jul 28, 2021
310
$101.87 - $102.03 $31.6K - $31.6K
SUN
Sunoco LP

Energy
Q2 2021 Filed on Jul 28, 2021
750
$32.44 - $38.32 $24.3K - $28.7K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2021 Filed on Jul 28, 2021
73
$57.5 - $60.08 $4.2K - $4.39K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2021 Filed on Jul 28, 2021
80
$63.47 - $69.35 $5.08K - $5.55K
ONB
Old National Bancorp

Financial Services
Q2 2021 Filed on Jul 28, 2021
250
$17.61 - $19.61 $4.4K - $4.9K
SLB
Schlumberger Limited

Energy
Q2 2021 Filed on Jul 28, 2021
236
$25.25 - $36.52 $5.96K - $8.62K
NXST
Nexstar Media Group, Inc.

Communication Services
Q2 2021 Filed on Jul 28, 2021
60
$141.41 - $155.1 $8.48K - $9.31K
IDV
Ishares Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
60
$31.67 - $34.02 $1.9K - $2.04K
UL
Unilever PLC

Consumer Defensive
Q2 2021 Filed on Jul 28, 2021
839
$55.86 - $61.05 $46.9K - $51.2K
SASR
Sandy Spring Bancorp Inc

Financial Services
Q2 2021 Filed on Jul 28, 2021
190
$42.2 - $47.68 $8.02K - $9.06K
BMRC
Bank Of Marin Bancorp

Financial Services
Q2 2021 Filed on Jul 28, 2021
358
$30.84 - $39.79 $11K - $14.2K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2021 Filed on Apr 21, 2021
317
$116.81 - $138.13 $37K - $43.8K
SWIR
Sierra Wireless Inc

Technology
Q1 2021 Filed on Apr 21, 2021
180
$14.36 - $21.5 $2.58K - $3.87K
VRNT
Verint Systems Inc

Technology
Q1 2021 Filed on Apr 21, 2021
56
$33.65 - $52.0 $1.88K - $2.91K
BECN
Beacon Roofing Supply Inc

Industrials
Q1 2021 Filed on Apr 21, 2021
100
$39.24 - $54.85 $3.92K - $5.49K
BJRI
B Js Restaurants Inc

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
10
$37.41 - $62.27 $374 - $623
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2021 Filed on Apr 21, 2021
25
$35.22 - $46.32 $881 - $1.16K
Sina Corp
Q1 2021 Filed on Apr 21, 2021
3
N/A
GLOB
Globant S.A.

Technology
Q1 2021 Filed on Apr 21, 2021
70
$192.0 - $232.11 $13.4K - $16.2K
SNBR
Sleep Number Corp

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
100
$79.36 - $146.97 $7.94K - $14.7K
SU
Suncor Energy Inc

Energy
Q1 2021 Filed on Apr 21, 2021
550
$16.72 - $23.53 $9.2K - $12.9K
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
251
$75.92 - $88.28 $19.1K - $22.2K
Micro Focus Intl PLC
Q1 2021 Filed on Apr 21, 2021
1
N/A
GNTX
Gentex Corp

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
350
$33.04 - $37.54 $11.6K - $13.1K
CNC
Centene Corp

Healthcare
Q1 2021 Filed on Apr 21, 2021
345
$57.97 - $69.75 $20K - $24.1K
GME
Game Stop Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
5
$4.31 - $86.88 $21.5 - $434
OXSQ
Oxford Square Capital Corp.

Financial Services
Q1 2021 Filed on Apr 21, 2021
3,500
$3.18 - $4.76 $11.1K - $16.7K
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