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Heritage Wealth Management (Arizona)’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SMOG Stock Details SMOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-264
Closed -$33K – 1090
2022
Q2 		$33K Buy
+264
New +$34K 0.01% 477

Other funds holding SMOG

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SMOG Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2022, closing a stake of 264 shares — an estimated $33K sold.

Heritage Wealth Management (Arizona) first reported a position in SMOG in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 63 funds tracked by Wall St. Rank hold SMOG as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 264 VanEck Low Carbon Energy ETF shares in Q3 2022, an estimated $33K.
  • Heritage Wealth Management (Arizona) first reported a position in VanEck Low Carbon Energy ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s VanEck Low Carbon Energy ETF position peaked at $33K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.