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Heritage Wealth Management (Arizona)’s Soluna Holdings SLNH Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SLNH Stock Details SLNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$261 Buy
40
+20
+100% +$492 ﹤0.01% 1059
2022
Q3 		$1K Hold
20
– – ﹤0.01% 969
2022
Q2 		$2.04K Hold
20
– – ﹤0.01% 884
2022
Q1 		$6K Buy
+20
New +$4.99K ﹤0.01% 779

Other funds holding SLNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Soluna Holdings (SLNH) stake by 100% in Q4 2022, buying an estimated $492 and bringing the position to 40 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Heritage Wealth Management (Arizona) first reported a position in SLNH in Q1 2022 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 24 funds tracked by Wall St. Rank hold SLNH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 40 shares of Soluna Holdings worth $261 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 20 Soluna Holdings shares in Q4 2022, an estimated $492.
  • Soluna Holdings made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1059 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Soluna Holdings in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Soluna Holdings position peaked at $6K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Soluna Holdings as of Q4 2022.

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