SeaCrest Wealth Management’s H&E Equipment Services HEES Stock Holding History

SeaCrest Wealth Management’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-715	Closed	-$21K	–	993
2022 Q2	$21K	Buy	+715	New	+$25.1K	﹤0.01%	1460
2019 Q2	–	Sell	-412	Closed	-$10K	–	1072
2019 Q1	$10K	Buy	412 +341	+480%	+$8.97K	﹤0.01%	1523
2018 Q4	$1K	Hold	71	–	–	﹤0.01%	2016
2018 Q3	$3K	Sell	71 -66	-48%	-$2.39K	﹤0.01%	1979
2018 Q2	$5K	Buy	137 +71	+108%	+$2.65K	﹤0.01%	1811
2018 Q1	$3K	Buy	+66	New	+$2.6K	﹤0.01%	1900

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SeaCrest Wealth Management's HEES Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of H&E Equipment Services (HEES) in Q3 2022, closing a stake of 715 shares — an estimated $21K sold.

SeaCrest Wealth Management first reported a position in HEES in Q1 2018 and held it in 6 quarters. The position peaked at $21K in Q2 2022. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2022.

SeaCrest Wealth Management reported no remaining H&E Equipment Services position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 715 H&E Equipment Services shares in Q3 2022, an estimated $21K.
SeaCrest Wealth Management first reported a position in H&E Equipment Services in Q1 2018 and held it in 6 quarters.
SeaCrest Wealth Management's H&E Equipment Services position peaked at $21K in Q2 2022.
161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.