Heritage Wealth Advisors’s Babcock & Wilcox BW Stock Holding History

Heritage Wealth Advisors’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9	Closed	-$53	–	531
2023 Q2	$53	Hold	9	–	–	﹤0.01%	552
2023 Q1	$55	Hold	9	–	–	﹤0.01%	568
2022 Q4	$52	Hold	9	–	–	﹤0.01%	557
2022 Q3	$57	Hold	9	–	–	﹤0.01%	528
2022 Q2	$0	Hold	9	–	–	﹤0.01%	558
2022 Q1	$0	Hold	9	–	–	﹤0.01%	537
2021 Q4	$0	Buy	+9	New	+$72	﹤0.01%	540

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Heritage Wealth Advisors's BW Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Babcock & Wilcox (BW) in Q3 2023, closing a stake of 9 shares — an estimated $53 sold.

Heritage Wealth Advisors first reported a position in BW in Q4 2021 and held it in 7 quarters. The position peaked at $57 in Q3 2022. 136 funds tracked by Wall St. Rank hold BW as of Q3 2023.

Heritage Wealth Advisors reported no remaining Babcock & Wilcox position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 9 Babcock & Wilcox shares in Q3 2023, an estimated $53.
Heritage Wealth Advisors first reported a position in Babcock & Wilcox in Q4 2021 and held it in 7 quarters.
Heritage Wealth Advisors's Babcock & Wilcox position peaked at $57 in Q3 2022.
136 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.