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Heritage Oak Wealth Advisors’s Cheniere Energy LNG Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,425
Closed -$616K – 138
2024
Q3 		$616K Buy
+3,425
New +$616K 0.28% 57

Other funds holding LNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Oak Wealth Advisors's LNG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Cheniere Energy (LNG) in Q4 2024, closing a stake of 3,425 shares — an estimated $616K sold.

Heritage Oak Wealth Advisors first reported a position in LNG in Q3 2024 and held it in 1 quarter. The position peaked at $616K in Q3 2024. 1,127 funds tracked by Wall St. Rank hold LNG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Cheniere Energy position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,425 Cheniere Energy shares in Q4 2024, an estimated $616K.
  • Heritage Oak Wealth Advisors first reported a position in Cheniere Energy in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Cheniere Energy position peaked at $616K in Q3 2024.
  • 1,127 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.