HWP
TELL

Heritage Wealth Partners’s Tellurian Inc. TELL Stock Holding History

Heritage Wealth Partners’s Portfolio TELL Stock Details TELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,593
Closed -$25.7K – 74
2024
Q3 		$25.7K Sell
26,593
-173
-0.6% -$150 0.03% 67
2024
Q2 		$18.5K Sell
26,766
-2,950
-10% -$1.63K 0.03% 58
2024
Q1 		$22.5K Hold
29,716
– – 0.05% 44
2023
Q4 		$22.5K Hold
29,716
– – 0.05% 44
2023
Q3 		$34.5K Buy
+29,716
New +$40.4K 0.07% 39
2023
Q1 		– Sell
-29,416
Closed -$83K – 57
2022
Q4 		$83K Buy
+29,416
New +$73.7K 0.08% 48

Other funds holding TELL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Heritage Wealth Partners's TELL Position: Q4 2024 in Review

Heritage Wealth Partners sold out of Tellurian Inc. (TELL) in Q4 2024, closing a stake of 26,593 shares — an estimated $25.7K sold.

Heritage Wealth Partners first reported a position in TELL in Q4 2022 and held it in 6 quarters. The position peaked at $83K in Q4 2022. 1 fund tracked by Wall St. Rank holds TELL as of Q4 2024.

  • Heritage Wealth Partners reported no remaining Tellurian Inc. position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Partners sold 26,593 Tellurian Inc. shares in Q4 2024, an estimated $25.7K.
  • Heritage Wealth Partners first reported a position in Tellurian Inc. in Q4 2022 and held it in 6 quarters.
  • Heritage Wealth Partners's Tellurian Inc. position peaked at $83K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Tellurian Inc. as of Q4 2024.

Based on Heritage Wealth Partners's 13F filing for Q4 2024, filed 13 Jan 2025.