Sterling Financial Group
HAP icon

Sterling Financial Group’s VanEck Natural Resources ETF HAP Stock Holding History

Sterling Financial Group’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
Q4 		– Sell
-242,909
Closed -$11.9M – 63
2023
Q3 		$11.9M Sell
242,909
-2,736
-1% -$136K 7.49% 6
2023
Q2 		$11.8M Buy
245,645
+33,823
+16% +$1.63M 7.85% 6
2023
Q1 		$10.4M Hold
211,822
– – 8% 5
2022
Q4 		$10.4M Buy
+211,822
New +$10.4M 8% 5

Other funds holding HAP

IAG Wealth Partners
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Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Cultivar Capital
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
Aveo Capital Partners
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FAS Wealth Partners
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Sterling Financial Group's HAP Position: Q4 2023 in Review

Sterling Financial Group sold out of VanEck Natural Resources ETF (HAP) in Q4 2023, closing a stake of 242,909 shares — an estimated $11.9M sold.

Sterling Financial Group first reported a position in HAP in Q4 2022 and held it in 4 quarters. The position peaked at $11.9M in Q3 2023. 46 funds tracked by Wall St. Rank hold HAP as of Q4 2023.

  • Sterling Financial Group reported no remaining VanEck Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
  • Sterling Financial Group sold 242,909 VanEck Natural Resources ETF shares in Q4 2023, an estimated $11.9M.
  • Sterling Financial Group first reported a position in VanEck Natural Resources ETF in Q4 2022 and held it in 4 quarters.
  • Sterling Financial Group's VanEck Natural Resources ETF position peaked at $11.9M in Q3 2023.
  • 46 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q4 2023.

Based on Sterling Financial Group's 13F filing for Q4 2023, filed 17 Jan 2024.