| |
|
|
| Name: |
Heritage Wealth Advisors |
| City: |
Richmond |
| State: |
VA |
| Zip: |
23219 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
36 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PACW |
Pacwest Bancorp |
734 |
Closed |
$7.54 |
$0 |
0 |
0% |
-4,000 |
-501 |
0 |
Domestic Regional Banks |
|
|
AKTS |
Akoustis Technologies, Inc. |
697 |
Closed |
$0.60 |
$0 |
0 |
0% |
0 |
-125 |
0 |
N/A |
|
|
APP |
Applovin Corp |
740 |
Closed |
$76.85 |
$0 |
0 |
0% |
-4,000 |
-100 |
0 |
N/A |
|
|
FSR |
Fisker Inc. |
727 |
Closed |
$0.05 |
$0 |
0 |
0% |
-2,000 |
-350 |
0 |
N/A |
|
|
L |
Loews Corp |
746 |
Closed |
$77.74 |
$0 |
0 |
0% |
-14,000 |
-229 |
0 |
Property & Casualty I... |
|
|
PLNT |
Planet Fitness, Inc. |
733 |
Closed |
$60.63 |
$0 |
0 |
0% |
0 |
-7 |
0 |
N/A |
|
|
CMI |
Cummins Inc |
696 |
Closed |
$283.59 |
$0 |
0 |
0% |
-52,000 |
-230 |
0 |
Diversified Machinery |
|
|
YEXT |
Yext Inc |
739 |
Closed |
$5.60 |
$0 |
0 |
0% |
0 |
-70 |
0 |
N/A |
|
|
FNF |
Fidelity National Financial... |
713 |
Closed |
$51.98 |
$0 |
0 |
0% |
-37,000 |
-886 |
0 |
Surety & Title Insurance |
|
|
ARVL |
Arrival Group |
745 |
Closed |
$0.07 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
DBCP |
Partners Bancorp |
732 |
Closed |
$7.15 |
$0 |
0 |
0% |
-33,000 |
-4,294 |
0 |
N/A |
|
|
BATRK |
Liberty Media Corporation |
695 |
Closed |
$41.99 |
$0 |
0 |
0% |
0 |
-12 |
0 |
Entertainment - Diver... |
|
|
ALC |
Alcon Inc |
751 |
Closed |
$80.41 |
$0 |
0 |
0% |
-17,000 |
-224 |
0 |
Medical Instruments &... |
|
|
SUI |
Sun Communities Inc |
738 |
Closed |
$115.66 |
$0 |
0 |
0% |
-47,000 |
-400 |
0 |
REIT - Housing/Apartm... |
|
|
WSO |
Watsco Inc |
712 |
Closed |
$472.35 |
$0 |
0 |
0% |
-171,000 |
-453 |
0 |
Building Materials Wh... |
|
|
FRST |
Primis Financial Corp |
744 |
Closed |
$10.58 |
$0 |
0 |
0% |
-66,000 |
-8,127 |
0 |
Domestic Regional Banks |
|
|
HZNP |
Horizon Pharma, Inc. |
731 |
Closed |
$28.30 |
$0 |
0 |
0% |
-12,000 |
-100 |
0 |
Drug Manufacturers - ... |
|
|
ELS |
Equity Lifestyle Properties... |
694 |
Closed |
$63.09 |
$0 |
0 |
0% |
-21,000 |
-324 |
0 |
REIT - Housing/Apartm... |
|
|
DBVT |
DBV Technologies SA |
750 |
Closed |
$0.67 |
$0 |
0 |
0% |
-8,000 |
-6,000 |
0 |
N/A |
|
|
CPRX |
Catalyst Pharmaceutical Par... |
737 |
Closed |
$14.99 |
$0 |
0 |
0% |
-12,000 |
-1,000 |
0 |
Drugs - Generic |
|
|
ANTX |
An2 Therapeutics Ord Shs |
711 |
Closed |
$2.59 |
$0 |
0 |
0% |
-17,000 |
-1,060 |
0 |
N/A |
|
|
AMFIQ |
Amcore Financial Inc |
743 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-40 |
0 |
Domestic Regional Banks |
|
|
HSY |
Hershey Foods Corp |
730 |
Closed |
$196.49 |
$0 |
0 |
0% |
-22,000 |
-110 |
0 |
Confectioners |
|
|
VMW |
VMware, Inc. |
692 |
Closed |
$142.48 |
$0 |
0 |
0% |
-21,000 |
-125 |
0 |
Technical & System So... |
|
|
LLYVK |
Liberty Media Corporation |
749 |
Closed |
$74.10 |
$0 |
0 |
0% |
-15,000 |
-454 |
0 |
Entertainment - Diver... |
|
|
VV |
Vanguard Large Cap VIPERS |
736 |
Closed |
$237.30 |
$0 |
0 |
0% |
-7,000 |
-38 |
0 |
Closed - End Fund - E... |
|
|
TMPO |
Tempo Automation Holdings, Inc |
707 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-100 |
0 |
N/A |
|
|
ICF |
iShares Tr Cohen & Steers |
742 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,000 |
-126 |
0 |
Closed - End Fund - E... |
|
|
QQQJ |
Invesco Nasdaq Next Gen 100... |
729 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,000 |
-100 |
0 |
N/A |
|
|
SPRO |
Spero Therapeutics Inc |
691 |
Closed |
$1.66 |
$0 |
0 |
0% |
0 |
-187 |
0 |
N/A |
|
|
TWMJF |
Canopy Growth Corporation |
748 |
Closed |
$0.52 |
$0 |
0 |
0% |
0 |
-485 |
0 |
N/A |
|
|
SCHB |
Schwab Strategic Trust |
735 |
Closed |
$60.15 |
$0 |
0 |
0% |
-229,000 |
-4,585 |
0 |
Closed - End Fund - Debt |
|
|
ADPT |
Adaptive Biotechnologies Corp |
698 |
Closed |
$3.22 |
$0 |
0 |
0% |
-1,000 |
-113 |
0 |
N/A |
|
|
NHC |
National Healthcare Corp |
741 |
Closed |
$89.12 |
$0 |
0 |
0% |
-6,000 |
-100 |
0 |
Long-Term Care Facili... |
|
|
LSXMK |
Liberty Media Corporation S... |
728 |
Closed |
$32.83 |
$0 |
0 |
0% |
-44,000 |
-1,745 |
0 |
Entertainment - Diver... |
|
|
PNFP |
Pinnacle Financial Partners... |
747 |
Closed |
$83.28 |
$0 |
0 |
0% |
-135,000 |
-2,009 |
0 |
Domestic Regional Banks |
|
