United Capital Financial Advisors’s Hennessy Sustainable ETF STNC Stock Holding History

United Capital Financial Advisors’s Portfolio STNC Stock Details STNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,500	Closed	-$202K	–	1192
2022 Q1	$202K	Hold	7,500	–	–	﹤0.01%	1110
2021 Q4	$219K	Buy	+7,500	New	+$209K	﹤0.01%	1122

Other funds holding STNC

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Capital Financial Advisors's STNC Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Hennessy Sustainable ETF (STNC) in Q2 2022, closing a stake of 7,500 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in STNC in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q4 2021. 5 funds tracked by Wall St. Rank hold STNC as of Q2 2022.

United Capital Financial Advisors reported no remaining Hennessy Sustainable ETF position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 7,500 Hennessy Sustainable ETF shares in Q2 2022, an estimated $202K.
United Capital Financial Advisors first reported a position in Hennessy Sustainable ETF in Q4 2021 and held it in 2 quarters.
United Capital Financial Advisors's Hennessy Sustainable ETF position peaked at $219K in Q4 2021.
5 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.