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Heritage Wealth Management (Arizona)’s Natural Resource Partners NRP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$27.2K Buy
500
+250
+100% +$10.9K ﹤0.01% 604
2022
Q3 		$11K Hold
250
– – ﹤0.01% 637
2022
Q2 		$9.31K Buy
+250
New +$11.3K ﹤0.01% 673

Other funds holding NRP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Natural Resource Partners (NRP) stake by 100% in Q4 2022, buying an estimated $10.9K and bringing the position to 500 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Heritage Wealth Management (Arizona) first reported a position in NRP in Q2 2022 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold NRP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 500 shares of Natural Resource Partners worth $27.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 250 Natural Resource Partners shares in Q4 2022, an estimated $10.9K.
  • Natural Resource Partners made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #604 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Natural Resource Partners in Q2 2022 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Natural Resource Partners as of Q4 2022.

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