Williams Jones Wealth Management’s SCHIFF NUTRITION INTL INC COM SHF Stock Holding History

Williams Jones Wealth Management’s Portfolio SHF Stock Details SHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,800	Closed	-$210K	–	574
2023 Q2	$210K	Hold	2,800	–	–	﹤0.01%	482
2023 Q1	$213K	Buy	+2,800	New	+$213K	﹤0.01%	508

Other funds holding SHF

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Williams Jones Wealth Management's SHF Position: Q3 2023 in Review

Williams Jones Wealth Management sold out of SCHIFF NUTRITION INTL INC COM (SHF) in Q3 2023, closing a stake of 2,800 shares — an estimated $210K sold.

Williams Jones Wealth Management first reported a position in SHF in Q1 2023 and held it in 2 quarters. The position peaked at $213K in Q1 2023. 1 fund tracked by Wall St. Rank holds SHF as of Q3 2023.

Williams Jones Wealth Management reported no remaining SCHIFF NUTRITION INTL INC COM position as of Q3 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 2,800 SCHIFF NUTRITION INTL INC COM shares in Q3 2023, an estimated $210K.
Williams Jones Wealth Management first reported a position in SCHIFF NUTRITION INTL INC COM in Q1 2023 and held it in 2 quarters.
Williams Jones Wealth Management's SCHIFF NUTRITION INTL INC COM position peaked at $213K in Q1 2023.
1 fund tracked by Wall St. Rank held SCHIFF NUTRITION INTL INC COM as of Q3 2023.

Based on Williams Jones Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.