HFS
RBOT

Heritage Financial Services’s Vicarious Surgical RBOT Stock Holding History

Heritage Financial Services’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-33
Closed -$2K – 372
2022
Q2 		$2K Buy
+33
New +$4.03K ﹤0.01% 421

Other funds holding RBOT

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HVCM
Hel Ved Capital Management Central, Hong Kong $844M AUM 191.74% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Financial Services sold out of Vicarious Surgical (RBOT) in Q3 2022, closing a stake of 33 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in RBOT in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 76 funds tracked by Wall St. Rank hold RBOT as of Q3 2022.

  • Heritage Financial Services reported no remaining Vicarious Surgical position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 33 Vicarious Surgical shares in Q3 2022, an estimated $2K.
  • Heritage Financial Services first reported a position in Vicarious Surgical in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Vicarious Surgical position peaked at $2K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held Vicarious Surgical as of Q3 2022.

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