SFG
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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

IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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.