Heritage Wealth Advisors Closed Holding Positions

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CRH
Crh Public LTD CO

Basic Materials
Q1 2020 Filed on May 05, 2020
85
$18.64 - $40.84 $1.58K - $3.47K
CMPGY
Compass Group PLC Sponsored Ad

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
118
$11.28 - $25.73 $1.33K - $3.04K
DWAHY
Daiwa House Industry LTD Adr

Real Estate
Q1 2020 Filed on May 05, 2020
84
$21.37 - $32.92 $1.8K - $2.77K
DKILY
Daikin Inds LTD Unsponsored Ad

Industrials
Q1 2020 Filed on May 05, 2020
160
$10.55 - $14.91 $1.69K - $2.39K
BKHYY
Bank Hapoalim Bm Sponsored Adr

Financial Services
Q1 2020 Filed on May 05, 2020
29
$21.73 - $42.6 $630 - $1.24K
DSNKY
Daiichi Sankyo CO LTD Sponsore

Healthcare
Q1 2020 Filed on May 05, 2020
51
$16.87 - $24.87 $860 - $1.27K
CSLLY
Csl LTD

Healthcare
Q1 2020 Filed on May 05, 2020
55
$79.09 - $114.05 $4.35K - $6.27K
COTY
Coty Inc.

Consumer Defensive
Q1 2020 Filed on May 05, 2020
110
$3.74 - $12.18 $411 - $1.34K
CEIX
Consol Energy Inc.

Energy
Q1 2020 Filed on May 05, 2020
5
$3.69 - $14.67 $18.5 - $73.4
CMSQY
Computershare LTD

Financial Services
Q1 2020 Filed on May 05, 2020
109
$5.01 - $12.42 $546 - $1.35K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2019 Filed on Feb 04, 2020
156
$8.77 - $15.23 $1.37K - $2.38K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 04, 2020
93
$8.82 - $12.1 $820 - $1.13K
Symantec Corp
Q4 2019 Filed on Feb 04, 2020
3,005
N/A
Suntrust Banks Inc
Q4 2019 Filed on Feb 04, 2020
29,553
N/A
Celgene Corp
Q4 2019 Filed on Feb 04, 2020
206
N/A
Buckeye Partners Uts L P
Q4 2019 Filed on Feb 04, 2020
622
N/A
ASIX
Advan Six Inc.

Basic Materials
Q4 2019 Filed on Feb 04, 2020
37
$19.4 - $24.36 $718 - $901
Agnc Invt Corp Dep Shs 1/1000
Q4 2019 Filed on Feb 04, 2020
2,000
N/A
Versum Matls Inc
Q4 2019 Filed on Feb 04, 2020
800
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q4 2019 Filed on Feb 04, 2020
3,145
$4.12 - $4.75 $13K - $14.9K
FDM
First Trust Dow Jones Select M

ETFs
Q4 2019 Filed on Feb 04, 2020
1,225
$43.88 - $51.29 $53.8K - $62.8K
IDV
Ishares Tr

ETFs
Q4 2019 Filed on Feb 04, 2020
3,000
$29.79 - $33.61 $89.4K - $101K
PSCF
Invesco S&P Smallcap Financial

ETFs
Q4 2019 Filed on Feb 04, 2020
1,025
$52.69 - $57.94 $54K - $59.4K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q4 2019 Filed on Feb 04, 2020
13
$99.88 - $100.71 $1.3K - $1.31K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2019 Filed on Feb 04, 2020
620
$129.54 - $140.43 $80.3K - $87.1K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2019 Filed on Feb 04, 2020
740
$37.47 - $40.18 $27.7K - $29.7K
Tallgrass Energy LP
Q4 2019 Filed on Feb 04, 2020
84
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q4 2019 Filed on Feb 04, 2020
107
$64.79 - $70.95 $6.93K - $7.59K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q3 2019 Filed on Oct 30, 2019
613
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2019 Filed on Oct 30, 2019
1,383
$56.56 - $57.5 $78.2K - $79.5K
Apollo Global Management LLC Class A
Q3 2019 Filed on Oct 30, 2019
500
N/A
VET
Vermilion Energy Inc.

Energy
Q3 2019 Filed on Oct 30, 2019
513
$13.93 - $21.96 $7.15K - $11.3K
Veritas Farms Inc
Q3 2019 Filed on Oct 30, 2019
4,000
N/A
Telefonica Brasil Sa Adr
Q3 2019 Filed on Oct 30, 2019
667
N/A
FLS
Flowserve Corp

Industrials
Q3 2019 Filed on Oct 30, 2019
355
$40.22 - $53.46 $14.3K - $19K
Deutsche Bk Ag London Brh Trig Lkd 19
Q3 2019 Filed on Oct 30, 2019
1,000
N/A
JRVR
James River Group Holdings, Ltd.

Financial Services
Q3 2019 Filed on Oct 30, 2019
358
$46.75 - $52.12 $16.7K - $18.7K
Phillips 66 Partners LP
Q3 2019 Filed on Oct 30, 2019
92
N/A
VDE
Vanguard Energy ETF

ETFs
Q3 2019 Filed on Oct 30, 2019
113
$78.02 - $84.06 $8.82K - $9.5K
Bb&T Corp Dep Shs Repstg 1/1000th Perp P
Q3 2019 Filed on Oct 30, 2019
940
N/A
NGG
National Grid PLC

Utilities
Q3 2019 Filed on Oct 30, 2019
739
$50.38 - $54.62 $37.2K - $40.4K
VIRT
Virtu Financial, Inc.

Financial Services
Q3 2019 Filed on Oct 30, 2019
500
$16.36 - $22.51 $8.18K - $11.3K
ADNT
Adient PLC

Consumer Cyclical
Q3 2019 Filed on Oct 30, 2019
384
$18.91 - $25.9 $7.26K - $9.95K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q3 2019 Filed on Oct 30, 2019
388
$36.86 - $41.91 $14.3K - $16.3K
Banco Latinoamericano De Comercio Exterior Sa Clas
Q3 2019 Filed on Oct 30, 2019
404
N/A
IYK
Ishares U.S. Consumer Staples

ETFs
Q3 2019 Filed on Oct 30, 2019
800
$119.38 - $126.9 $95.5K - $102K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2019 Filed on Oct 30, 2019
1,000
$123.44 - $131.99 $123K - $132K
FTS
Fortis Inc.

Utilities
Q3 2019 Filed on Oct 30, 2019
595
$39.38 - $42.63 $23.4K - $25.4K
Viacom Inc Non Vtg Cl B
Q3 2019 Filed on Oct 30, 2019
299
N/A
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