Heritage Wealth Advisors Closed Holding Positions

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Morgan Stanley Pfd Shs
Q1 2020 Filed on May 05, 2020
1,200
N/A
NI
Nisource Inc.

Utilities
Q1 2020 Filed on May 05, 2020
19
$20.86 - $30.21 $396 - $574
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2020 Filed on May 05, 2020
12
$21.28 - $89.74 $255 - $1.08K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q1 2020 Filed on May 05, 2020
1,900
$17.78 - $34.56 $33.8K - $65.7K
Capital One Financial Corp
Q1 2020 Filed on May 05, 2020
2,432
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2020 Filed on May 05, 2020
237,190
N/A
DOX
Amdocs LTD

Technology
Q1 2020 Filed on May 05, 2020
22
$46.13 - $76.07 $1.01K - $1.67K
Ntt Docomo Inc
Q1 2020 Filed on May 05, 2020
99
N/A
Colony North Star Inc
Q1 2020 Filed on May 05, 2020
1,200
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on May 05, 2020
160,997
$45.53 - $50.41 $7.33M - $8.12M
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
450
$8.06 - $21.85 $3.63K - $9.83K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on May 05, 2020
456
$35.18 - $83.45 $16K - $38.1K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2020 Filed on May 05, 2020
132
$108.81 - $122.54 $14.4K - $16.2K
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
Q1 2020 Filed on May 05, 2020
90
$13.6 - $22.36 $1.22K - $2.01K
ASAZY
Assa Abloy Ab Unsponsored Adr

Industrials
Q1 2020 Filed on May 05, 2020
190
$7.65 - $12.59 $1.45K - $2.39K
AZN
Astrazeneca PLC

Healthcare
Q1 2020 Filed on May 05, 2020
1,200
$37.79 - $51.33 $45.3K - $61.6K
Aon PLC Com Usd0.01 Cl A
Q1 2020 Filed on May 05, 2020
400
N/A
FUJIY
Fuji Film Holdings Adr 2 Ord

Industrials
Q1 2020 Filed on May 05, 2020
31
$40.08 - $56.16 $1.24K - $1.74K
EKTAY
Elekta B Shs Unsponsored Adr R

Healthcare
Q1 2020 Filed on May 05, 2020
39
$6.35 - $13.26 $248 - $517
EJPRY
East Japan Railway CO Unsponso

Industrials
Q1 2020 Filed on May 05, 2020
142
$11.46 - $15.18 $1.63K - $2.16K
DSDVY
Dsv A/S American Depositary Re

Industrials
Q1 2020 Filed on May 05, 2020
51
$33.39 - $58.15 $1.7K - $2.97K
Dnb Asa
Q1 2020 Filed on May 05, 2020
80
N/A
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
Q1 2020 Filed on May 05, 2020
186
$11.82 - $17.93 $2.2K - $3.33K
DPSGY
Deutsche Post Ag Sponsored Adr

Industrials
Q1 2020 Filed on May 05, 2020
55
$20.71 - $38.43 $1.14K - $2.11K
ESLT
Elbit Systems LTD

Industrials
Q1 2020 Filed on May 05, 2020
6
$115.57 - $163.18 $693 - $979
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
Q1 2020 Filed on May 05, 2020
39
$46.2 - $78.24 $1.8K - $3.05K
ENLAY
Enel Societa Per Azioni

Utilities
Q1 2020 Filed on May 05, 2020
480
$5.81 - $9.23 $2.79K - $4.43K
EQNR
Equinor Asa

Energy
Q1 2020 Filed on May 05, 2020
110
$8.84 - $20.96 $972 - $2.31K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2020 Filed on May 05, 2020
185
$6.17 - $9.21 $1.14K - $1.7K
FSUGY
Fortescue Metal Group LTD Amer

Basic Materials
Q1 2020 Filed on May 05, 2020
175
$10.51 - $17.44 $1.84K - $3.05K
FLEX
Flex Ltd.

Technology
Q1 2020 Filed on May 05, 2020
173
$5.88 - $13.82 $1.02K - $2.39K
FJTSY
Fujitsu LTD Adr (5 Com)

Technology
Q1 2020 Filed on May 05, 2020
45
$7.56 - $11.66 $340 - $525
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
16
$129.32 - $179.21 $2.07K - $2.87K
FRCOY
Fast Retailing CO LTD Unsponso
Q1 2020 Filed on May 05, 2020
35
$12.26 - $19.98 $429 - $699
EXPGY
Experian Group LTD

Industrials
Q1 2020 Filed on May 05, 2020
50
$21.5 - $37.58 $1.08K - $1.88K
EADSY
Airbus Se

Industrials
Q1 2020 Filed on May 05, 2020
98
$13.6 - $38.29 $1.33K - $3.75K
Essity Ab
Q1 2020 Filed on May 05, 2020
17
N/A
DASTY
Dassault Systemes Sa Adr

Technology
Q1 2020 Filed on May 05, 2020
15
$23.4 - $35.8 $351 - $537
CMWAY
Commonwealth Bk Of Australia S

Financial Services
Q1 2020 Filed on May 05, 2020
58
$31.22 - $61.07 $1.81K - $3.54K
BAYRY
Bayer Ag Spons Adr

Healthcare
Q1 2020 Filed on May 05, 2020
154
$12.79 - $21.59 $1.97K - $3.32K
BHP
Bhp Group LTD

Basic Materials
Q1 2020 Filed on May 05, 2020
63
$27.59 - $50.38 $1.74K - $3.17K
BHKLY
Boc Hong Kong (Hldgs) LTD Spon
Q1 2020 Filed on May 05, 2020
22
$52.45 - $74.35 $1.15K - $1.64K
Coloplast A/S
Q1 2020 Filed on May 05, 2020
142
N/A
CHEOY
Cochlear Ord PLC A$ 0.10 Par U

Healthcare
Q1 2020 Filed on May 05, 2020
26
$43.94 - $84.4 $1.14K - $2.19K
CDEVY
City Developments LTD Sp Adr

Real Estate
Q1 2020 Filed on May 05, 2020
211
$4.07 - $8.56 $859 - $1.81K
MGDDY
Michelin Compagnie Generale Des Etablissements Michelin

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
90
$9.46 - $15.43 $851 - $1.39K
CJPRY
Central Japan Railway Company

Industrials
Q1 2020 Filed on May 05, 2020
119
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
152
$75.85 - $127.93 $11.5K - $19.4K
CFRUY
Compagnie Financiere Richemont

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
145
$4.97 - $8.33 $721 - $1.21K
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