HWA
ANZ

Heritage Wealth Advisors’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Heritage Wealth Advisors’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-171
Closed -$2.96K – 616
2019
Q4 		$2.96K Buy
+171
New +$2.96K ﹤0.01% 495

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Heritage Wealth Advisors's ANZ Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q1 2020, closing a stake of 171 shares — an estimated $2.96K sold.

Heritage Wealth Advisors first reported a position in ANZ in Q4 2019 and held it in 1 quarter. The position peaked at $2.96K in Q4 2019. 10 funds tracked by Wall St. Rank hold ANZ as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 171 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q1 2020, an estimated $2.96K.
  • Heritage Wealth Advisors first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $2.96K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.