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Heritage Oak Wealth Advisors’s Ingredion INGR Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio INGR Stock Details INGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,420
Closed -$333K – 119
2024
Q3 		$333K Buy
+2,420
New +$308K 0.15% 99

Other funds holding INGR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Oak Wealth Advisors sold out of Ingredion (INGR) in Q4 2024, closing a stake of 2,420 shares — an estimated $333K sold.

Heritage Oak Wealth Advisors first reported a position in INGR in Q3 2024 and held it in 1 quarter. The position peaked at $333K in Q3 2024. 654 funds tracked by Wall St. Rank hold INGR as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Ingredion position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,420 Ingredion shares in Q4 2024, an estimated $333K.
  • Heritage Oak Wealth Advisors first reported a position in Ingredion in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Ingredion position peaked at $333K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Ingredion as of Q4 2024.

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