Heritage Wealth Advisors’s CHS Inc Class B Series 4 Preferred Stock CHSCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,980	Closed	-$133K	–	565
2022 Q3	$133K	Hold	4,980	–	–	0.01%	234
2022 Q2	$131K	Hold	4,980	–	–	0.01%	235
2022 Q1	$138K	Hold	4,980	–	–	0.01%	223
2021 Q4	$142K	Hold	4,980	–	–	0.01%	231
2021 Q3	$145K	Hold	4,980	–	–	0.01%	222
2021 Q2	$145K	Hold	4,980	–	–	0.01%	224
2021 Q1	$143K	Hold	4,980	–	–	0.01%	225
2020 Q4	$147K	Hold	4,980	–	–	0.01%	223
2020 Q3	$139K	Hold	4,980	–	–	0.02%	176
2020 Q2	$128K	Hold	4,980	–	–	0.02%	176
2020 Q1	$124K	Hold	4,980	–	–	0.02%	166
2019 Q4	$136K	Buy	+4,980	New	+$137K	0.02%	204

Other funds holding CHSCL

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

3IP

3Chopt Investment Partners Richmond, Virginia $437M AUM 25.93% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Heritage Wealth Advisors's CHSCL Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of CHS Inc Class B Series 4 Preferred Stock (CHSCL) in Q4 2022, closing a stake of 4,980 shares — an estimated $133K sold.

Heritage Wealth Advisors first reported a position in CHSCL in Q4 2019 and held it in 12 quarters. The position peaked at $147K in Q4 2020. 4 funds tracked by Wall St. Rank hold CHSCL as of Q4 2022.

Heritage Wealth Advisors reported no remaining CHS Inc Class B Series 4 Preferred Stock position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 4,980 CHS Inc Class B Series 4 Preferred Stock shares in Q4 2022, an estimated $133K.
Heritage Wealth Advisors first reported a position in CHS Inc Class B Series 4 Preferred Stock in Q4 2019 and held it in 12 quarters.
Heritage Wealth Advisors's CHS Inc Class B Series 4 Preferred Stock position peaked at $147K in Q4 2020.
4 funds tracked by Wall St. Rank held CHS Inc Class B Series 4 Preferred Stock as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.