Heritage Wealth Advisors’s NeuBase Therapeutics, Inc. Common Stock NBSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$3.95K	–	580
2022 Q3	$3.95K	Hold	500	–	–	﹤0.01%	459
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	460
2022 Q1	$19K	Hold	500	–	–	﹤0.01%	403
2021 Q4	$28K	Buy	+500	New	+$33.6K	﹤0.01%	380
2021 Q2	–	Sell	-250	Closed	-$37K	–	592
2021 Q1	$37K	Sell	250 -200	-44%	-$36.2K	﹤0.01%	359
2020 Q4	$63K	Sell	450 -100	-18%	-$16.2K	﹤0.01%	302
2020 Q3	$83.5K	Sell	550 -95	-15%	-$15.5K	0.01%	228
2020 Q2	$113K	Buy	645 +40	+7%	+$6.7K	0.02%	196
2020 Q1	$86.2K	Hold	605	–	–	0.02%	206
2019 Q4	$87.1K	Buy	605 +55	+10%	+$6.45K	0.01%	242
2019 Q3	$54K	Buy	+550	New	+$54.3K	0.01%	269

Other funds holding NBSE

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

DCMIC

Decheng Capital Management III (Cayman) Grand Cayman, Cayman Islands $300M AUM 15.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CMU

Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of NeuBase Therapeutics, Inc. Common Stock (NBSE) in Q4 2022, closing a stake of 500 shares — an estimated $3.95K sold.

Heritage Wealth Advisors first reported a position in NBSE in Q3 2019 and held it in 11 quarters. The position peaked at $113K in Q2 2020. 34 funds tracked by Wall St. Rank hold NBSE as of Q4 2022.

Heritage Wealth Advisors reported no remaining NeuBase Therapeutics, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 500 NeuBase Therapeutics, Inc. Common Stock shares in Q4 2022, an estimated $3.95K.
Heritage Wealth Advisors first reported a position in NeuBase Therapeutics, Inc. Common Stock in Q3 2019 and held it in 11 quarters.
Heritage Wealth Advisors's NeuBase Therapeutics, Inc. Common Stock position peaked at $113K in Q2 2020.
34 funds tracked by Wall St. Rank held NeuBase Therapeutics, Inc. Common Stock as of Q4 2022.

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