Halpern Financial’s VanEck Natural Resources ETF HAP Stock Holding History

Halpern Financial’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
2023 Q1	–	Sell	-9,000	Closed	-$443K	–	189
2022 Q4	$443K	Hold	9,000	–	–	0.16%	32
2022 Q3	$390K	Hold	9,000	–	–	0.15%	33
2022 Q2	$408K	Hold	9,000	–	–	0.16%	34
2022 Q1	$494K	Buy	+9,000	New	+$457K	0.18%	40

Other funds holding HAP

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's HAP Position: Q1 2023 in Review

Halpern Financial sold out of VanEck Natural Resources ETF (HAP) in Q1 2023, closing a stake of 9,000 shares — an estimated $443K sold.

Halpern Financial first reported a position in HAP in Q1 2022 and held it in 4 quarters. The position peaked at $494K in Q1 2022. 47 funds tracked by Wall St. Rank hold HAP as of Q1 2023.

Halpern Financial reported no remaining VanEck Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
Halpern Financial sold 9,000 VanEck Natural Resources ETF shares in Q1 2023, an estimated $443K.
Halpern Financial first reported a position in VanEck Natural Resources ETF in Q1 2022 and held it in 4 quarters.
Halpern Financial's VanEck Natural Resources ETF position peaked at $494K in Q1 2022.
47 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.