HWA
DASTY

Heritage Wealth Advisors’s DASSAULT SYSTEMES SA ADR DASTY Stock Holding History

Heritage Wealth Advisors’s Portfolio DASTY Stock Details DASTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15
Closed -$2.47K – 612
2019
Q4 		$2.47K Buy
+15
New +$2.47K ﹤0.01% 518

Other funds holding DASTY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return

Heritage Wealth Advisors's DASTY Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of DASSAULT SYSTEMES SA ADR (DASTY) in Q1 2020, closing a stake of 15 shares — an estimated $2.47K sold.

Heritage Wealth Advisors first reported a position in DASTY in Q4 2019 and held it in 1 quarter. The position peaked at $2.47K in Q4 2019. 31 funds tracked by Wall St. Rank hold DASTY as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining DASSAULT SYSTEMES SA ADR position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 15 DASSAULT SYSTEMES SA ADR shares in Q1 2020, an estimated $2.47K.
  • Heritage Wealth Advisors first reported a position in DASSAULT SYSTEMES SA ADR in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's DASSAULT SYSTEMES SA ADR position peaked at $2.47K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held DASSAULT SYSTEMES SA ADR as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.