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Heritage Wealth Management (Arizona)’s US Commodity Index USCI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-300
Closed -$16.4K – 1102
2022
Q2 		$16.4K Hold
300
– – 0.01% 571
2022
Q1 		$17K Buy
+300
New +$15.1K ﹤0.01% 625

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of US Commodity Index (USCI) in Q3 2022, closing a stake of 300 shares — an estimated $16.4K sold.

Heritage Wealth Management (Arizona) first reported a position in USCI in Q1 2022 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 49 funds tracked by Wall St. Rank hold USCI as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining US Commodity Index position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 300 US Commodity Index shares in Q3 2022, an estimated $16.4K.
  • Heritage Wealth Management (Arizona) first reported a position in US Commodity Index in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s US Commodity Index position peaked at $17K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2022.

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