Sterling Investment Advisors (Pennsylvania)’s Harbor Human Capital Factor Unconstrained ETF HAPY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio HAPY Stock Details HAPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,450	Closed	-$23K	–	267
2022 Q2	$23K	Buy	+1,450	New	+$25.6K	0.01%	314

Other funds holding HAPY

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s HAPY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Harbor Human Capital Factor Unconstrained ETF (HAPY) in Q3 2022, closing a stake of 1,450 shares — an estimated $23K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HAPY in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 2 funds tracked by Wall St. Rank hold HAPY as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Harbor Human Capital Factor Unconstrained ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,450 Harbor Human Capital Factor Unconstrained ETF shares in Q3 2022, an estimated $23K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Harbor Human Capital Factor Unconstrained ETF in Q2 2022 and held it in 1 quarter.
Sterling Investment Advisors (Pennsylvania)'s Harbor Human Capital Factor Unconstrained ETF position peaked at $23K in Q2 2022.
2 funds tracked by Wall St. Rank held Harbor Human Capital Factor Unconstrained ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.