HWA
CRCM

Heritage Wealth Advisors’s CARE.COM, INC. CRCM Stock Holding History

Heritage Wealth Advisors’s Portfolio CRCM Stock Details CRCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-850
Closed -$16K – 466
2018
Q4 		$16K Buy
+850
New +$15.4K ﹤0.01% 278

Other funds holding CRCM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's CRCM Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of CARE.COM, INC. (CRCM) in Q1 2019, closing a stake of 850 shares — an estimated $16K sold.

Heritage Wealth Advisors first reported a position in CRCM in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 146 funds tracked by Wall St. Rank hold CRCM as of Q1 2019.

  • Heritage Wealth Advisors reported no remaining CARE.COM, INC. position as of Q1 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 850 CARE.COM, INC. shares in Q1 2019, an estimated $16K.
  • Heritage Wealth Advisors first reported a position in CARE.COM, INC. in Q4 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's CARE.COM, INC. position peaked at $16K in Q4 2018.
  • 146 funds tracked by Wall St. Rank held CARE.COM, INC. as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.