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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$30.9K	Sell	868 -66	-7%	-$2.17K	﹤0.01%	578
2022 Q3	$28K	Hold	934	–	–	0.01%	477
2022 Q2	$29.9K	Sell	934 -451	-33%	-$18.6K	0.01%	490
2022 Q1	$65K	Buy	+1,385	New	+$59.5K	0.02%	430
2021 Q3	$19K	Buy	485 +100	+26%	+$4.29K	0.01%	562
2021 Q2	$18K	Hold	385	–	–	0.01%	573
2021 Q1	$17K	Buy	+385	New	+$18.9K	0.01%	508

Other funds holding GDXJ

AWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) reduced its VanEck Junior Gold Miners ETF (GDXJ) stake by 7.1% in Q4 2022, selling an estimated $2.17K and leaving 868 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Heritage Wealth Management (Arizona) first reported a position in GDXJ in Q1 2021 and has held it in 7 quarters since. The position peaked at $65K in Q1 2022. 284 funds tracked by Wall St. Rank hold GDXJ as of Q4 2022.

Heritage Wealth Management (Arizona) held 868 shares of VanEck Junior Gold Miners ETF worth $30.9K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 66 VanEck Junior Gold Miners ETF shares in Q4 2022, an estimated $2.17K.
VanEck Junior Gold Miners ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #578 holding.
Heritage Wealth Management (Arizona) first reported a position in VanEck Junior Gold Miners ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s VanEck Junior Gold Miners ETF position peaked at $65K in Q1 2022.
284 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q4 2022.

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