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Heritage Wealth Advisors’s Domino's DPZ Stock Holding History

Heritage Wealth Advisors’s Portfolio DPZ Stock Details DPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-95
Closed -$37K – 543
2022
Q2 		$37K Hold
95
– – ﹤0.01% 353
2022
Q1 		$39K Sell
95
-60
-39% -$26.2K ﹤0.01% 338
2021
Q4 		$87K Sell
155
-55
-26% -$28K ﹤0.01% 277
2021
Q3 		$100K Hold
210
– – 0.01% 252
2021
Q2 		$98K Hold
210
– – 0.01% 259
2021
Q1 		$77.2K Hold
210
– – ﹤0.01% 286
2020
Q4 		$81K Hold
210
– – 0.01% 280
2020
Q3 		$89.3K Hold
210
– – 0.01% 214
2020
Q2 		$77.6K Hold
210
– – 0.01% 225
2020
Q1 		$68.1K Buy
+210
New +$64.8K 0.01% 230

Other funds holding DPZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heritage Wealth Advisors's DPZ Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Domino's (DPZ) in Q3 2022, closing a stake of 95 shares — an estimated $37K sold.

Heritage Wealth Advisors first reported a position in DPZ in Q1 2020 and held it in 10 quarters. The position peaked at $100K in Q3 2021. 603 funds tracked by Wall St. Rank hold DPZ as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Domino's position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 95 Domino's shares in Q3 2022, an estimated $37K.
  • Heritage Wealth Advisors first reported a position in Domino's in Q1 2020 and held it in 10 quarters.
  • Heritage Wealth Advisors's Domino's position peaked at $100K in Q3 2021.
  • 603 funds tracked by Wall St. Rank held Domino's as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.