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Heritage Wealth Advisors’s Fulgent Genetics FLGT Stock Holding History

Heritage Wealth Advisors’s Portfolio FLGT Stock Details FLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300
Closed -$8.93K – 580
2022
Q4 		$8.93K Buy
+300
New +$10.7K ﹤0.01% 458

Other funds holding FLGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Heritage Wealth Advisors's FLGT Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of Fulgent Genetics (FLGT) in Q1 2023, closing a stake of 300 shares — an estimated $8.93K sold.

Heritage Wealth Advisors first reported a position in FLGT in Q4 2022 and held it in 1 quarter. The position peaked at $8.93K in Q4 2022. 215 funds tracked by Wall St. Rank hold FLGT as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining Fulgent Genetics position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 300 Fulgent Genetics shares in Q1 2023, an estimated $8.93K.
  • Heritage Wealth Advisors first reported a position in Fulgent Genetics in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's Fulgent Genetics position peaked at $8.93K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Fulgent Genetics as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.