HWA
ECG

Heritage Wealth Advisors’s Everus Construction Group ECG Stock Holding History

Heritage Wealth Advisors’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-237
Closed -$15.6K – 653
2024
Q4 		$15.6K Buy
+237
New +$14.9K ﹤0.01% 407

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's ECG Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Everus Construction Group (ECG) in Q1 2025, closing a stake of 237 shares — an estimated $15.6K sold.

Heritage Wealth Advisors first reported a position in ECG in Q4 2024 and held it in 1 quarter. The position peaked at $15.6K in Q4 2024. 319 funds tracked by Wall St. Rank hold ECG as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Everus Construction Group position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 237 Everus Construction Group shares in Q1 2025, an estimated $15.6K.
  • Heritage Wealth Advisors first reported a position in Everus Construction Group in Q4 2024 and held it in 1 quarter.
  • Heritage Wealth Advisors's Everus Construction Group position peaked at $15.6K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.