Heritage Wealth Advisors’s Cognizant CTSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-459	Closed	-$30K	–	534
2023 Q2	$30K	Hold	459	–	–	﹤0.01%	368
2023 Q1	$28K	Sell	459 -171	-27%	-$10.7K	﹤0.01%	374
2022 Q4	$36K	Hold	630	–	–	﹤0.01%	359
2022 Q3	$36.2K	Hold	630	–	–	﹤0.01%	325
2022 Q2	$43K	Hold	630	–	–	﹤0.01%	340
2022 Q1	$56K	Hold	630	–	–	﹤0.01%	305
2021 Q4	$56K	Hold	630	–	–	﹤0.01%	320
2021 Q3	$46.8K	Hold	630	–	–	﹤0.01%	324
2021 Q2	$43.6K	Hold	630	–	–	﹤0.01%	339
2021 Q1	$49.2K	Hold	630	–	–	﹤0.01%	335
2020 Q4	$52K	Hold	630	–	–	﹤0.01%	321
2020 Q3	$43.7K	Hold	630	–	–	0.01%	280
2020 Q2	$35.8K	Hold	630	–	–	0.01%	281
2020 Q1	$29.3K	Sell	630 -17	-3%	-$1.01K	0.01%	286
2019 Q4	$40.1K	Buy	647 +17	+3%	+$1.05K	0.01%	319
2019 Q3	$37K	Hold	630	–	–	0.01%	303
2019 Q2	$39.9K	Hold	630	–	–	0.01%	278
2019 Q1	$45.6K	Hold	630	–	–	0.01%	236
2018 Q4	$39K	Hold	630	–	–	0.01%	206
2018 Q3	$48K	Buy	+630	New	+$49.3K	0.01%	200

Other funds holding CTSH

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Cognizant (CTSH) in Q3 2023, closing a stake of 459 shares — an estimated $30K sold.

Heritage Wealth Advisors first reported a position in CTSH in Q3 2018 and held it in 20 quarters. The position peaked at $56K in Q1 2022. 851 funds tracked by Wall St. Rank hold CTSH as of Q3 2023.

Heritage Wealth Advisors reported no remaining Cognizant position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 459 Cognizant shares in Q3 2023, an estimated $30K.
Heritage Wealth Advisors first reported a position in Cognizant in Q3 2018 and held it in 20 quarters.
Heritage Wealth Advisors's Cognizant position peaked at $56K in Q1 2022.
851 funds tracked by Wall St. Rank held Cognizant as of Q3 2023.

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