HWMA
SDIG

Heritage Wealth Management (Arizona)’s Stronghold Digital Mining, Inc. Class A Common Stock SDIG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SDIG Stock Details SDIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$888 Buy
185
+92
+99% +$698 ﹤0.01% 1032
2022
Q3 		$1K Buy
93
+18
+24% +$350 ﹤0.01% 1000
2022
Q2 		$1.25K Buy
75
+25
+50% +$793 ﹤0.01% 915
2022
Q1 		$3K Buy
+50
New +$5.24K ﹤0.01% 879

Other funds holding SDIG

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Stronghold Digital Mining, Inc. Class A Common Stock (SDIG) stake by 99% in Q4 2022, buying an estimated $698 and bringing the position to 185 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Heritage Wealth Management (Arizona) first reported a position in SDIG in Q1 2022 and has held it in 4 quarters since. The position peaked at $3K in Q1 2022. 44 funds tracked by Wall St. Rank hold SDIG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 185 shares of Stronghold Digital Mining, Inc. Class A Common Stock worth $888 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 92 Stronghold Digital Mining, Inc. Class A Common Stock shares in Q4 2022, an estimated $698.
  • Stronghold Digital Mining, Inc. Class A Common Stock made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1032 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Stronghold Digital Mining, Inc. Class A Common Stock in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Stronghold Digital Mining, Inc. Class A Common Stock position peaked at $3K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Stronghold Digital Mining, Inc. Class A Common Stock as of Q4 2022.

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