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Heritage Wealth Advisors’s AudioCodes AUDC Stock Holding History

Heritage Wealth Advisors’s Portfolio AUDC Stock Details AUDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,666
Closed -$162K – 531
2021
Q4 		$162K Hold
4,666
– – 0.01% 220
2021
Q3 		$152K Hold
4,666
– – 0.01% 219
2021
Q2 		$154K Hold
4,666
– – 0.01% 220
2021
Q1 		$126K Hold
4,666
– – 0.01% 241
2020
Q4 		$129K Buy
+4,666
New +$137K 0.01% 231

Other funds holding AUDC

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Heritage Wealth Advisors's AUDC Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of AudioCodes (AUDC) in Q1 2022, closing a stake of 4,666 shares — an estimated $162K sold.

Heritage Wealth Advisors first reported a position in AUDC in Q4 2020 and held it in 5 quarters. The position peaked at $162K in Q4 2021. 109 funds tracked by Wall St. Rank hold AUDC as of Q1 2022.

  • Heritage Wealth Advisors reported no remaining AudioCodes position as of Q1 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 4,666 AudioCodes shares in Q1 2022, an estimated $162K.
  • Heritage Wealth Advisors first reported a position in AudioCodes in Q4 2020 and held it in 5 quarters.
  • Heritage Wealth Advisors's AudioCodes position peaked at $162K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held AudioCodes as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.