Heritage Financial Services’s Chemours CC Stock Holding History

Heritage Financial Services’s Portfolio CC Stock Details CC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-160	Closed	-$5K	–	130
2022 Q2	$5K	Buy	+160	New	+$5.88K	﹤0.01%	343

Other funds holding CC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Heritage Financial Services's CC Position: Q3 2022 in Review

Heritage Financial Services sold out of Chemours (CC) in Q3 2022, closing a stake of 160 shares — an estimated $5K sold.

Heritage Financial Services first reported a position in CC in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 487 funds tracked by Wall St. Rank hold CC as of Q3 2022.

Heritage Financial Services reported no remaining Chemours position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 160 Chemours shares in Q3 2022, an estimated $5K.
Heritage Financial Services first reported a position in Chemours in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Chemours position peaked at $5K in Q2 2022.
487 funds tracked by Wall St. Rank held Chemours as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.