HWA
ERIC icon

Heritage Wealth Advisors’s Ericsson ERIC Stock Holding History

Heritage Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-185
Closed -$1.62K – 484
2019
Q4 		$1.62K Buy
+185
New +$1.64K ﹤0.01% 596

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Ericsson (ERIC) in Q1 2020, closing a stake of 185 shares — an estimated $1.62K sold.

Heritage Wealth Advisors first reported a position in ERIC in Q4 2019 and held it in 1 quarter. The position peaked at $1.62K in Q4 2019. 271 funds tracked by Wall St. Rank hold ERIC as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Ericsson position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 185 Ericsson shares in Q1 2020, an estimated $1.62K.
  • Heritage Wealth Advisors first reported a position in Ericsson in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Ericsson position peaked at $1.62K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held Ericsson as of Q1 2020.

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