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Heritage Wealth Advisors’s C&F Financial CFFI Stock Holding History

Heritage Wealth Advisors’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-107
Closed -$5.68K – 542
2021
Q3 		$5.68K Hold
107
– – ﹤0.01% 469
2021
Q2 		$5.46K Buy
+107
New +$5.02K ﹤0.01% 476

Other funds holding CFFI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Heritage Wealth Advisors's CFFI Position: Q4 2021 in Review

Heritage Wealth Advisors sold out of C&F Financial (CFFI) in Q4 2021, closing a stake of 107 shares — an estimated $5.68K sold.

Heritage Wealth Advisors first reported a position in CFFI in Q2 2021 and held it in 2 quarters. The position peaked at $5.68K in Q3 2021. 43 funds tracked by Wall St. Rank hold CFFI as of Q4 2021.

  • Heritage Wealth Advisors reported no remaining C&F Financial position as of Q4 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 107 C&F Financial shares in Q4 2021, an estimated $5.68K.
  • Heritage Wealth Advisors first reported a position in C&F Financial in Q2 2021 and held it in 2 quarters.
  • Heritage Wealth Advisors's C&F Financial position peaked at $5.68K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held C&F Financial as of Q4 2021.

Based on Heritage Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.