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Heritage Wealth Advisors’s Gray Television GTN Stock Holding History

Heritage Wealth Advisors’s Portfolio GTN Stock Details GTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,500
Closed -$67.2K – 554
2023
Q4 		$67.2K Buy
+7,500
New +$55.8K ﹤0.01% 310

Other funds holding GTN

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
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's GTN Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Gray Television (GTN) in Q1 2024, closing a stake of 7,500 shares — an estimated $67.2K sold.

Heritage Wealth Advisors first reported a position in GTN in Q4 2023 and held it in 1 quarter. The position peaked at $67.2K in Q4 2023. 211 funds tracked by Wall St. Rank hold GTN as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Gray Television position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 7,500 Gray Television shares in Q1 2024, an estimated $67.2K.
  • Heritage Wealth Advisors first reported a position in Gray Television in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Gray Television position peaked at $67.2K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Gray Television as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.