CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s VanEck Natural Resources ETF HAP Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-232
Closed -$11K – 2912
2022
Q2 		$11K Hold
232
– – ﹤0.01% 3697
2022
Q1 		$13K Hold
232
– – ﹤0.01% 3655
2021
Q4 		$11K Buy
+232
New +$11K ﹤0.01% 3659

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Wells Fargo
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Jane Street
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors's HAP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of VanEck Natural Resources ETF (HAP) in Q3 2022, closing a stake of 232 shares — an estimated $11K sold.

CAPTRUST Financial Advisors first reported a position in HAP in Q4 2021 and held it in 3 quarters. The position peaked at $13K in Q1 2022. 45 funds tracked by Wall St. Rank hold HAP as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining VanEck Natural Resources ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 232 VanEck Natural Resources ETF shares in Q3 2022, an estimated $11K.
  • CAPTRUST Financial Advisors first reported a position in VanEck Natural Resources ETF in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's VanEck Natural Resources ETF position peaked at $13K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.