EWA
HSKA

EverSource Wealth Advisors’s Heska Corp HSKA Stock Holding History

EverSource Wealth Advisors’s Portfolio HSKA Stock Details HSKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-211
Closed -$20.6K – 2647
2023
Q1 		$20.6K Buy
211
+90
+74% +$7.55K ﹤0.01% 1073
2022
Q4 		$7.52K Buy
+121
New +$8.16K ﹤0.01% 1445

Other funds holding HSKA

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's HSKA Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Heska Corp (HSKA) in Q2 2023, closing a stake of 211 shares — an estimated $20.6K sold.

EverSource Wealth Advisors first reported a position in HSKA in Q4 2022 and held it in 2 quarters. The position peaked at $20.6K in Q1 2023. 4 funds tracked by Wall St. Rank hold HSKA as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining Heska Corp position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 211 Heska Corp shares in Q2 2023, an estimated $20.6K.
  • EverSource Wealth Advisors first reported a position in Heska Corp in Q4 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's Heska Corp position peaked at $20.6K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Heska Corp as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.