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Heritage Wealth Advisors’s Acme United Corp ACU Stock Holding History

Heritage Wealth Advisors’s Portfolio ACU Stock Details ACU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,300
Closed -$98.6K – 543
2023
Q4 		$98.6K Buy
+2,300
New +$80.4K ﹤0.01% 269

Other funds holding ACU

CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MCM
Mork Capital Management Healdsburg, California $141M AUM 23.37% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Advisors's ACU Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Acme United Corp (ACU) in Q1 2024, closing a stake of 2,300 shares — an estimated $98.6K sold.

Heritage Wealth Advisors first reported a position in ACU in Q4 2023 and held it in 1 quarter. The position peaked at $98.6K in Q4 2023. 52 funds tracked by Wall St. Rank hold ACU as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Acme United Corp position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,300 Acme United Corp shares in Q1 2024, an estimated $98.6K.
  • Heritage Wealth Advisors first reported a position in Acme United Corp in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Acme United Corp position peaked at $98.6K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Acme United Corp as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.