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Heritage Oak Wealth Advisors’s ArcBest ARCB Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio ARCB Stock Details ARCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,349
Closed -$1.45M – 81
2024
Q3 		$1.45M Buy
+13,349
New +$1.47M 0.67% 35

Other funds holding ARCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Heritage Oak Wealth Advisors's ARCB Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of ArcBest (ARCB) in Q4 2024, closing a stake of 13,349 shares — an estimated $1.45M sold.

Heritage Oak Wealth Advisors first reported a position in ARCB in Q3 2024 and held it in 1 quarter. The position peaked at $1.45M in Q3 2024. 272 funds tracked by Wall St. Rank hold ARCB as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining ArcBest position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 13,349 ArcBest shares in Q4 2024, an estimated $1.45M.
  • Heritage Oak Wealth Advisors first reported a position in ArcBest in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's ArcBest position peaked at $1.45M in Q3 2024.
  • 272 funds tracked by Wall St. Rank held ArcBest as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.