Cerity Partners’s Hennessy Sustainable ETF STNC Stock Holding History

Cerity Partners’s Portfolio STNC Stock Details STNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20,653	Closed	-$581K	–	2349
2023 Q4	$581K	Buy	+20,653	New	+$538K	﹤0.01%	1209
2023 Q3	–	Sell	-20,653	Closed	-$556K	–	1686
2023 Q2	$556K	Hold	20,653	–	–	﹤0.01%	1135
2023 Q1	$547K	Hold	20,653	–	–	﹤0.01%	1259
2022 Q4	$521K	Hold	20,653	–	–	﹤0.01%	932
2022 Q3	$484K	Hold	20,653	–	–	0.01%	724
2022 Q2	$492K	Hold	20,653	–	–	0.01%	749
2022 Q1	$555K	Hold	20,653	–	–	0.01%	566
2021 Q4	$603K	Hold	20,653	–	–	0.01%	543
2021 Q3	$541K	Hold	20,653	–	–	0.01%	446
2021 Q2	$549K	Hold	20,653	–	–	0.01%	452
2021 Q1	$506K	Buy	+20,653	New	+$510K	0.01%	446

Other funds holding STNC

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners's STNC Position: Q1 2024 in Review

Cerity Partners sold out of Hennessy Sustainable ETF (STNC) in Q1 2024, closing a stake of 20,653 shares — an estimated $581K sold.

Cerity Partners first reported a position in STNC in Q1 2021 and held it in 11 quarters. The position peaked at $603K in Q4 2021. 24 funds tracked by Wall St. Rank hold STNC as of Q1 2024.

Cerity Partners reported no remaining Hennessy Sustainable ETF position as of Q1 2024 after selling out during the quarter.
Cerity Partners sold 20,653 Hennessy Sustainable ETF shares in Q1 2024, an estimated $581K.
Cerity Partners first reported a position in Hennessy Sustainable ETF in Q1 2021 and held it in 11 quarters.
Cerity Partners's Hennessy Sustainable ETF position peaked at $603K in Q4 2021.
24 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.