Heritage Financial Services’s Glaukos GKOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-400	Closed	-$18K	–	221
2022 Q2	$18K	Buy	+400	New	+$19K	0.01%	257

Other funds holding GKOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heritage Financial Services sold out of Glaukos (GKOS) in Q3 2022, closing a stake of 400 shares — an estimated $18K sold.

Heritage Financial Services first reported a position in GKOS in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 222 funds tracked by Wall St. Rank hold GKOS as of Q3 2022.

Heritage Financial Services reported no remaining Glaukos position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 400 Glaukos shares in Q3 2022, an estimated $18K.
Heritage Financial Services first reported a position in Glaukos in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Glaukos position peaked at $18K in Q2 2022.
222 funds tracked by Wall St. Rank held Glaukos as of Q3 2022.

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