Heritage Wealth Management (Texas)’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio NEX Stock Details NEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-31,978	Closed	-$286K	–	28
2023 Q2	$286K	Sell	31,978 -902	-3%	-$7.44K	0.25%	22
2023 Q1	$261K	Sell	32,880 -646	-2%	-$5.78K	0.25%	22
2022 Q4	$310K	Buy	+33,526	New	+$328K	0.31%	24

Other funds holding NEX

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Heritage Wealth Management (Texas)'s NEX Position: Q3 2023 in Review

Heritage Wealth Management (Texas) sold out of NexTier Oilfield Solutions Inc. (NEX) in Q3 2023, closing a stake of 31,978 shares — an estimated $286K sold.

Heritage Wealth Management (Texas) first reported a position in NEX in Q4 2022 and held it in 3 quarters. The position peaked at $310K in Q4 2022. 1 fund tracked by Wall St. Rank holds NEX as of Q3 2023.

Heritage Wealth Management (Texas) reported no remaining NexTier Oilfield Solutions Inc. position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Management (Texas) sold 31,978 NexTier Oilfield Solutions Inc. shares in Q3 2023, an estimated $286K.
Heritage Wealth Management (Texas) first reported a position in NexTier Oilfield Solutions Inc. in Q4 2022 and held it in 3 quarters.
Heritage Wealth Management (Texas)'s NexTier Oilfield Solutions Inc. position peaked at $310K in Q4 2022.
1 fund tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q3 2023.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q3 2023, filed 8 Nov 2023.