HWMA
SAND

Heritage Wealth Management (Arizona)’s Sandstorm Gold SAND Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-397
Closed -$2K – 1098
2022
Q3 		$2K Hold
397
– – ﹤0.01% 899
2022
Q2 		$2.36K Buy
+397
New +$2.82K ﹤0.01% 867

Other funds holding SAND

ORPU
Orion Resource Partners (USA) New York $333M AUM 13.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of Sandstorm Gold (SAND) in Q4 2022, closing a stake of 397 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in SAND in Q2 2022 and held it in 2 quarters. The position peaked at $2.36K in Q2 2022. 194 funds tracked by Wall St. Rank hold SAND as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Sandstorm Gold position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 397 Sandstorm Gold shares in Q4 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Sandstorm Gold in Q2 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Sandstorm Gold position peaked at $2.36K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2022.

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