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Ameritas Advisory Services’s Heritage Insurance Holdings HRTG Stock Holding History

Ameritas Advisory Services’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34,790
Closed -$246K – 888
2024
Q2 		$246K Hold
34,790
– – 0.01% 794
2024
Q1 		$277K Buy
+34,790
New +$245K 0.01% 730

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Ameritas Advisory Services's HRTG Position: Q3 2024 in Review

Ameritas Advisory Services sold out of Heritage Insurance Holdings (HRTG) in Q3 2024, closing a stake of 34,790 shares — an estimated $246K sold.

Ameritas Advisory Services first reported a position in HRTG in Q1 2024 and held it in 2 quarters. The position peaked at $277K in Q1 2024. 119 funds tracked by Wall St. Rank hold HRTG as of Q3 2024.

  • Ameritas Advisory Services reported no remaining Heritage Insurance Holdings position as of Q3 2024 after selling out during the quarter.
  • Ameritas Advisory Services sold 34,790 Heritage Insurance Holdings shares in Q3 2024, an estimated $246K.
  • Ameritas Advisory Services first reported a position in Heritage Insurance Holdings in Q1 2024 and held it in 2 quarters.
  • Ameritas Advisory Services's Heritage Insurance Holdings position peaked at $277K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2024.

Based on Ameritas Advisory Services's 13F filing for Q3 2024, filed 30 Oct 2024.