Heritage Wealth Advisors’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-417	Closed	-$16K	–	575
2022 Q3	$16K	Hold	417	–	–	﹤0.01%	396
2022 Q2	$18K	Hold	417	–	–	﹤0.01%	431
2022 Q1	$20K	Hold	417	–	–	﹤0.01%	397
2021 Q4	$20K	Hold	417	–	–	﹤0.01%	410
2021 Q3	$19.5K	Hold	417	–	–	﹤0.01%	407
2021 Q2	$20.3K	Hold	417	–	–	﹤0.01%	417
2021 Q1	$19.9K	Buy	+417	New	+$21.7K	﹤0.01%	420

Other funds holding RNRG

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

ICM

Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

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

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

Heritage Wealth Advisors sold out of Global X Renewable Energy Producers ETF (RNRG) in Q4 2022, closing a stake of 417 shares — an estimated $16K sold.

Heritage Wealth Advisors first reported a position in RNRG in Q1 2021 and held it in 7 quarters. The position peaked at $20.3K in Q2 2021. 40 funds tracked by Wall St. Rank hold RNRG as of Q4 2022.

Heritage Wealth Advisors reported no remaining Global X Renewable Energy Producers ETF position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 417 Global X Renewable Energy Producers ETF shares in Q4 2022, an estimated $16K.
Heritage Wealth Advisors first reported a position in Global X Renewable Energy Producers ETF in Q1 2021 and held it in 7 quarters.
Heritage Wealth Advisors's Global X Renewable Energy Producers ETF position peaked at $20.3K in Q2 2021.
40 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q4 2022.

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