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Henrickson Nauta Wealth Advisors’s Hagerty HGTY Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-60
Closed -$1K – 126
2021
Q4 		$1K Buy
+60
New +$937 ﹤0.01% 262

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FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
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Geode Capital Management
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Henrickson Nauta Wealth Advisors's HGTY Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Hagerty (HGTY) in Q1 2022, closing a stake of 60 shares — an estimated $1K sold.

Henrickson Nauta Wealth Advisors first reported a position in HGTY in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 51 funds tracked by Wall St. Rank hold HGTY as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Hagerty position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 60 Hagerty shares in Q1 2022, an estimated $1K.
  • Henrickson Nauta Wealth Advisors first reported a position in Hagerty in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Hagerty position peaked at $1K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Hagerty as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.