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Heritage Wealth Advisors’s Hormel Foods HRL Stock Holding History

Heritage Wealth Advisors’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-150
Closed -$6.82K – 569
2022
Q3 		$6.82K Hold
150
– – ﹤0.01% 440
2022
Q2 		$7K Buy
+150
New +$7.49K ﹤0.01% 480
2021
Q3 		– Sell
-44
Closed -$2.1K – 554
2021
Q2 		$2.1K Hold
44
– – ﹤0.01% 507
2021
Q1 		$2.1K Hold
44
– – ﹤0.01% 519
2020
Q4 		$2K Buy
+44
New +$2.15K ﹤0.01% 513

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Hormel Foods (HRL) in Q4 2022, closing a stake of 150 shares — an estimated $6.82K sold.

Heritage Wealth Advisors first reported a position in HRL in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 701 funds tracked by Wall St. Rank hold HRL as of Q4 2022.

  • Heritage Wealth Advisors reported no remaining Hormel Foods position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 150 Hormel Foods shares in Q4 2022, an estimated $6.82K.
  • Heritage Wealth Advisors first reported a position in Hormel Foods in Q4 2020 and held it in 5 quarters.
  • Heritage Wealth Advisors's Hormel Foods position peaked at $7K in Q2 2022.
  • 701 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2022.

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