Commonwealth Equity Services’s HeartCore Enterprises HTCR Stock Holding History

Commonwealth Equity Services’s Portfolio HTCR Stock Details HTCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-750	Closed	-$15K	–	3961
2023 Q3	$15K	Buy	+750	New	+$18.6K	﹤0.01%	3754

Other funds holding HTCR

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services's HTCR Position: Q4 2023 in Review

Commonwealth Equity Services sold out of HeartCore Enterprises (HTCR) in Q4 2023, closing a stake of 750 shares — an estimated $15K sold.

Commonwealth Equity Services first reported a position in HTCR in Q3 2023 and held it in 1 quarter. The position peaked at $15K in Q3 2023. 8 funds tracked by Wall St. Rank hold HTCR as of Q4 2023.

Commonwealth Equity Services reported no remaining HeartCore Enterprises position as of Q4 2023 after selling out during the quarter.
Commonwealth Equity Services sold 750 HeartCore Enterprises shares in Q4 2023, an estimated $15K.
Commonwealth Equity Services first reported a position in HeartCore Enterprises in Q3 2023 and held it in 1 quarter.
Commonwealth Equity Services's HeartCore Enterprises position peaked at $15K in Q3 2023.
8 funds tracked by Wall St. Rank held HeartCore Enterprises as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.