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Aveo Capital Partners’s VanEck Natural Resources ETF HAP Stock Holding History

Aveo Capital Partners’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-111,393
Closed -$5.44M – 371
2023
Q4 		$5.44M Sell
111,393
-794
-0.7% -$38.2K 0.66% 47
2023
Q3 		$5.51M Sell
112,187
-5,837
-5% -$290K 0.72% 37
2023
Q2 		$5.69M Sell
118,024
-3,554
-3% -$172K 0.72% 43
2023
Q1 		$6M Buy
121,578
+2,623
+2% +$131K 0.8% 37
2022
Q4 		$5.86M Buy
+118,955
New +$5.85M 0.88% 32

Other funds holding HAP

IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Aveo Capital Partners's HAP Position: Q1 2024 in Review

Aveo Capital Partners sold out of VanEck Natural Resources ETF (HAP) in Q1 2024, closing a stake of 111,393 shares — an estimated $5.44M sold.

Aveo Capital Partners first reported a position in HAP in Q4 2022 and held it in 5 quarters. The position peaked at $6M in Q1 2023. 55 funds tracked by Wall St. Rank hold HAP as of Q1 2024.

  • Aveo Capital Partners reported no remaining VanEck Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 111,393 VanEck Natural Resources ETF shares in Q1 2024, an estimated $5.44M.
  • Aveo Capital Partners first reported a position in VanEck Natural Resources ETF in Q4 2022 and held it in 5 quarters.
  • Aveo Capital Partners's VanEck Natural Resources ETF position peaked at $6M in Q1 2023.
  • 55 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2024.

Based on Aveo Capital Partners's 13F filing for Q1 2024, filed 6 May 2024.