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Heritage Wealth Management (Arizona)’s CleanSpark CLSK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$204 Buy
100
+50
+100% +$129 ﹤0.01% 1062
2022
Q3 		$0 Hold
50
– – ﹤0.01% 1025
2022
Q2 		$196 Hold
50
– – ﹤0.01% 970
2022
Q1 		$1K Buy
+50
New +$462 ﹤0.01% 934

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CLSK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its CleanSpark (CLSK) stake by 100% in Q4 2022, buying an estimated $129 and bringing the position to 100 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Heritage Wealth Management (Arizona) first reported a position in CLSK in Q1 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2022. 103 funds tracked by Wall St. Rank hold CLSK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 100 shares of CleanSpark worth $204 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 50 CleanSpark shares in Q4 2022, an estimated $129.
  • CleanSpark made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1062 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CleanSpark in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s CleanSpark position peaked at $1K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held CleanSpark as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.