Heritage Financial Services’s GeneDx Holdings WGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-30	Closed	-$1K	–	492
2022 Q2	$1K	Buy	+30	New	+$2.04K	﹤0.01%	497

Other funds holding WGS

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

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

Heritage Financial Services sold out of GeneDx Holdings (WGS) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in WGS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 98 funds tracked by Wall St. Rank hold WGS as of Q3 2022.

Heritage Financial Services reported no remaining GeneDx Holdings position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 30 GeneDx Holdings shares in Q3 2022, an estimated $1K.
Heritage Financial Services first reported a position in GeneDx Holdings in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's GeneDx Holdings position peaked at $1K in Q2 2022.
98 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2022.

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