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Heritage Wealth Advisors’s Bausch Health BHC Stock Holding History

Heritage Wealth Advisors’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,000
Closed -$42K – 566
2020
Q4 		$42K Hold
2,000
– – ﹤0.01% 340
2020
Q3 		$31.1K Buy
+2,000
New +$34.4K ﹤0.01% 313

Other funds holding BHC

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Advisors's BHC Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Bausch Health (BHC) in Q1 2021, closing a stake of 2,000 shares — an estimated $42K sold.

Heritage Wealth Advisors first reported a position in BHC in Q3 2020 and held it in 2 quarters. The position peaked at $42K in Q4 2020. 352 funds tracked by Wall St. Rank hold BHC as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining Bausch Health position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,000 Bausch Health shares in Q1 2021, an estimated $42K.
  • Heritage Wealth Advisors first reported a position in Bausch Health in Q3 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Bausch Health position peaked at $42K in Q4 2020.
  • 352 funds tracked by Wall St. Rank held Bausch Health as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.