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Heritage Wealth Advisors’s BioNTech BNTX Stock Holding History

Heritage Wealth Advisors’s Portfolio BNTX Stock Details BNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2
Closed – – 540
2022
Q2 		$0 Hold
2
– – ﹤0.01% 556
2022
Q1 		$0 Hold
2
– – ﹤0.01% 536
2021
Q4 		$1K Hold
2
– – ﹤0.01% 523
2021
Q3 		$546 Hold
2
– – ﹤0.01% 517
2021
Q2 		$448 Hold
2
– – ﹤0.01% 547
2021
Q1 		$218 Hold
2
– – ﹤0.01% 557
2020
Q4 		$0 Hold
2
– – ﹤0.01% 541
2020
Q3 		$138 Buy
+2
New +$143 ﹤0.01% 461

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Heritage Wealth Advisors's BNTX Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of BioNTech (BNTX) in Q3 2022, closing a stake of 2 shares.

Heritage Wealth Advisors first reported a position in BNTX in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 264 funds tracked by Wall St. Rank hold BNTX as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining BioNTech position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2 BioNTech shares in Q3 2022.
  • Heritage Wealth Advisors first reported a position in BioNTech in Q3 2020 and held it in 8 quarters.
  • Heritage Wealth Advisors's BioNTech position peaked at $1K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held BioNTech as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.