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Wetzel Investment Advisors’s Hennessy Sustainable ETF STNC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-754
Closed -$22.8K – 795
2024
Q2 		$22.8K Hold
754
– – 0.01% 329
2024
Q1 		$21.8K Buy
+754
New +$21.7K 0.01% 368

Other funds holding STNC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's STNC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Hennessy Sustainable ETF (STNC) in Q3 2024, closing a stake of 754 shares — an estimated $22.8K sold.

Wetzel Investment Advisors first reported a position in STNC in Q1 2024 and held it in 2 quarters. The position peaked at $22.8K in Q2 2024. 19 funds tracked by Wall St. Rank hold STNC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Hennessy Sustainable ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 754 Hennessy Sustainable ETF shares in Q3 2024, an estimated $22.8K.
  • Wetzel Investment Advisors first reported a position in Hennessy Sustainable ETF in Q1 2024 and held it in 2 quarters.
  • Wetzel Investment Advisors's Hennessy Sustainable ETF position peaked at $22.8K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.