Heritage Wealth Management (Arizona)’s VanEck Gold Miners ETF GDX Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GDX Stock Details GDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$170K	Buy	5,934 +1,517	+34%	+$40.6K	0.02%	349
2022 Q3	$107K	Buy	4,417 +187	+4%	+$4.73K	0.03%	318
2022 Q2	$116K	Buy	4,230 +50	+1%	+$1.69K	0.04%	312
2022 Q1	$160K	Buy	+4,180	New	+$142K	0.04%	309
2021 Q3	$75K	Sell	2,548 -90	-3%	-$2.93K	0.03%	391
2021 Q2	$90K	Hold	2,638	–	–	0.03%	354
2021 Q1	$86K	Buy	+2,638	New	+$89.9K	0.05%	271

Other funds holding GDX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its VanEck Gold Miners ETF (GDX) stake by 34% in Q4 2022, buying an estimated $40.6K and bringing the position to 5,934 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #349.

Heritage Wealth Management (Arizona) first reported a position in GDX in Q1 2021 and has held it in 7 quarters since. 704 funds tracked by Wall St. Rank hold GDX as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,934 shares of VanEck Gold Miners ETF worth $170K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,517 VanEck Gold Miners ETF shares in Q4 2022, an estimated $40.6K.
VanEck Gold Miners ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #349 holding.
Heritage Wealth Management (Arizona) first reported a position in VanEck Gold Miners ETF in Q1 2021 and has held it in 7 quarters since.
704 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2022.

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