Robertson Stephens Wealth Management »

Hennessy Fds Tr shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Hennessy Fds Tr (STNC) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Hennessy Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Hennessy Fds Tr held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hennessy Fds Tr by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 806k 28.12
2023-09-30 $20M 805k 25.23
2023-06-30 $22M 821k 26.93
2023-03-31 $22M 830k 26.48
2022-12-31 $21M 823k 25.24

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding Hennessy Fds Tr

Robertson Stephens Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Cedar Mountain Advisors
Gts Securities
Royal Bank of Canada
UBS Group
Wetzel Investment Advisors
CWM
Wells Fargo & Company
Key FInancial
Advisor Group Holdings
Venturi Wealth Management

View all funds holding Hennessy Fds Tr