HWA
BAY

Heritage Wealth Advisors’s BAYER AG SPONS ADR BAY Stock Holding History

Heritage Wealth Advisors’s Portfolio BAY Stock Details BAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-154
Closed -$3.15K – 614
2019
Q4 		$3.15K Buy
+154
New +$3.15K ﹤0.01% 487

Other funds holding BAY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ACM
Academy Capital Management Waco, Texas $699M AUM 12.08% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
JAM
Jolley Asset Management Rocky Mount, North Carolina $130M AUM 10.62% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of BAYER AG SPONS ADR (BAY) in Q1 2020, closing a stake of 154 shares — an estimated $3.15K sold.

Heritage Wealth Advisors first reported a position in BAY in Q4 2019 and held it in 1 quarter. The position peaked at $3.15K in Q4 2019. 29 funds tracked by Wall St. Rank hold BAY as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining BAYER AG SPONS ADR position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 154 BAYER AG SPONS ADR shares in Q1 2020, an estimated $3.15K.
  • Heritage Wealth Advisors first reported a position in BAYER AG SPONS ADR in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's BAYER AG SPONS ADR position peaked at $3.15K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held BAYER AG SPONS ADR as of Q1 2020.

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