HWA
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Heritage Wealth Advisors’s Arrow Electronics ARW Stock Holding History

Heritage Wealth Advisors’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-26
Closed -$2.2K – 450
2019
Q4 		$2.2K Buy
+26
New +$2.07K ﹤0.01% 536

Other funds holding ARW

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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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Arrow Electronics (ARW) in Q1 2020, closing a stake of 26 shares — an estimated $2.2K sold.

Heritage Wealth Advisors first reported a position in ARW in Q4 2019 and held it in 1 quarter. The position peaked at $2.2K in Q4 2019. 326 funds tracked by Wall St. Rank hold ARW as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Arrow Electronics position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 26 Arrow Electronics shares in Q1 2020, an estimated $2.2K.
  • Heritage Wealth Advisors first reported a position in Arrow Electronics in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Arrow Electronics position peaked at $2.2K in Q4 2019.
  • 326 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2020.

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