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WhitTier Trust Company’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

WhitTier Trust Company’s Portfolio HGER Stock Details HGER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,000
Closed -$80K – 1194
2022
Q3 		$80K Hold
4,000
– – ﹤0.01% 599
2022
Q2 		$90K Hold
4,000
– – ﹤0.01% 583
2022
Q1 		$91K Buy
+4,000
New +$88.7K ﹤0.01% 581

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SF
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WhitTier Trust Company's HGER Position: Q4 2022 in Review

WhitTier Trust Company sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q4 2022, closing a stake of 4,000 shares — an estimated $80K sold.

WhitTier Trust Company first reported a position in HGER in Q1 2022 and held it in 3 quarters. The position peaked at $91K in Q1 2022. 17 funds tracked by Wall St. Rank hold HGER as of Q4 2022.

  • WhitTier Trust Company reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 4,000 Harbor Commodity All-Weather Strategy ETF shares in Q4 2022, an estimated $80K.
  • WhitTier Trust Company first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2022 and held it in 3 quarters.
  • WhitTier Trust Company's Harbor Commodity All-Weather Strategy ETF position peaked at $91K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2022.

Based on WhitTier Trust Company's 13F filing for Q4 2022, filed 25 Jan 2023.