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Heritage Wealth Management (Arizona)’s ProShares Hedge Replication ETF HDG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio HDG Stock Details HDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-192
Closed -$10K – 915
2021
Q1 		$10K Buy
+192
New +$9.94K 0.01% 576

Other funds holding HDG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HDG Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of ProShares Hedge Replication ETF (HDG) in Q2 2021, closing a stake of 192 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in HDG in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 16 funds tracked by Wall St. Rank hold HDG as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining ProShares Hedge Replication ETF position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 192 ProShares Hedge Replication ETF shares in Q2 2021, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in ProShares Hedge Replication ETF in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s ProShares Hedge Replication ETF position peaked at $10K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held ProShares Hedge Replication ETF as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.