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Laird Norton Wetherby Trust Company’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio HNDL Stock Details HNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,589
Closed -$300K – 94
2022
Q2 		$300K Hold
14,589
– – 0.04% 88
2022
Q1 		$351K Buy
+14,589
New +$355K 0.03% 131

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BCA
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Cambridge Investment Research Advisors
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Laird Norton Wetherby Trust Company's HNDL Position: Q3 2022 in Review

Laird Norton Wetherby Trust Company sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2022, closing a stake of 14,589 shares — an estimated $300K sold.

Laird Norton Wetherby Trust Company first reported a position in HNDL in Q1 2022 and held it in 2 quarters. The position peaked at $351K in Q1 2022. 125 funds tracked by Wall St. Rank hold HNDL as of Q3 2022.

  • Laird Norton Wetherby Trust Company reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 14,589 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2022, an estimated $300K.
  • Laird Norton Wetherby Trust Company first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 2 quarters.
  • Laird Norton Wetherby Trust Company's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $351K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2022.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q3 2022, filed 7 Nov 2022.