Arkadios Wealth Advisors’s Henry Schein HSIC Stock Holding History

Arkadios Wealth Advisors’s Portfolio HSIC Stock Details HSIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-72	Closed	-$4K	–	1684
2020 Q4	$4K	Hold	72	–	–	﹤0.01%	1154
2020 Q3	$4.49K	Hold	72	–	–	﹤0.01%	865
2020 Q2	$4.3K	Hold	72	–	–	﹤0.01%	800
2020 Q1	$3.64K	Hold	72	–	–	﹤0.01%	842
2019 Q4	$5.15K	Buy	+72	New	+$4.76K	﹤0.01%	697

Other funds holding HSIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arkadios Wealth Advisors's HSIC Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Henry Schein (HSIC) in Q1 2021, closing a stake of 72 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in HSIC in Q4 2019 and held it in 5 quarters. The position peaked at $5.15K in Q4 2019. 520 funds tracked by Wall St. Rank hold HSIC as of Q1 2021.

Arkadios Wealth Advisors reported no remaining Henry Schein position as of Q1 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 72 Henry Schein shares in Q1 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in Henry Schein in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's Henry Schein position peaked at $5.15K in Q4 2019.
520 funds tracked by Wall St. Rank held Henry Schein as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.