Rockefeller Capital Management’s VanEck Natural Resources ETF HAP Stock Holding History

Rockefeller Capital Management’s Portfolio HAP Stock Details HAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$24K	–	2797
2022 Q4	$24K	Hold	500	–	–	﹤0.01%	2728
2022 Q3	$21K	Hold	500	–	–	﹤0.01%	2746
2022 Q2	$22K	Hold	500	–	–	﹤0.01%	2685
2022 Q1	$27K	Hold	500	–	–	﹤0.01%	2593
2021 Q4	$23K	Hold	500	–	–	﹤0.01%	2577
2021 Q3	$22K	Hold	500	–	–	﹤0.01%	2539
2021 Q2	$23K	Buy	+500	New	+$23.4K	﹤0.01%	2422

Other funds holding HAP

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's HAP Position: Q1 2023 in Review

Rockefeller Capital Management sold out of VanEck Natural Resources ETF (HAP) in Q1 2023, closing a stake of 500 shares — an estimated $24K sold.

Rockefeller Capital Management first reported a position in HAP in Q2 2021 and held it in 7 quarters. The position peaked at $27K in Q1 2022. 47 funds tracked by Wall St. Rank hold HAP as of Q1 2023.

Rockefeller Capital Management reported no remaining VanEck Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
Rockefeller Capital Management sold 500 VanEck Natural Resources ETF shares in Q1 2023, an estimated $24K.
Rockefeller Capital Management first reported a position in VanEck Natural Resources ETF in Q2 2021 and held it in 7 quarters.
Rockefeller Capital Management's VanEck Natural Resources ETF position peaked at $27K in Q1 2022.
47 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.