Heritage Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Heritage Wealth Advisors’s Portfolio BAR Stock Details BAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-134	Closed	-$2.61K	–	565
2023 Q1	$2.61K	Buy	+134	New	+$2.51K	﹤0.01%	504

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Heritage Wealth Advisors's BAR Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2023, closing a stake of 134 shares — an estimated $2.61K sold.

Heritage Wealth Advisors first reported a position in BAR in Q1 2023 and held it in 1 quarter. The position peaked at $2.61K in Q1 2023. 112 funds tracked by Wall St. Rank hold BAR as of Q2 2023.

Heritage Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 134 GraniteShares Gold Shares shares in Q2 2023, an estimated $2.61K.
Heritage Wealth Advisors first reported a position in GraniteShares Gold Shares in Q1 2023 and held it in 1 quarter.
Heritage Wealth Advisors's GraniteShares Gold Shares position peaked at $2.61K in Q1 2023.
112 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.