HWA
HIT

Heritage Wealth Advisors’s HITACHI LTD ADR (10COM)NEW HIT Stock Holding History

Heritage Wealth Advisors’s Portfolio HIT Stock Details HIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-33
Closed -$2.81K – 604
2019
Q4 		$2.81K Buy
+33
New +$2.81K ﹤0.01% 505

Other funds holding HIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of HITACHI LTD ADR (10COM)NEW (HIT) in Q1 2020, closing a stake of 33 shares — an estimated $2.81K sold.

Heritage Wealth Advisors first reported a position in HIT in Q4 2019 and held it in 1 quarter. The position peaked at $2.81K in Q4 2019. 16 funds tracked by Wall St. Rank hold HIT as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining HITACHI LTD ADR (10COM)NEW position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 33 HITACHI LTD ADR (10COM)NEW shares in Q1 2020, an estimated $2.81K.
  • Heritage Wealth Advisors first reported a position in HITACHI LTD ADR (10COM)NEW in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's HITACHI LTD ADR (10COM)NEW position peaked at $2.81K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held HITACHI LTD ADR (10COM)NEW as of Q1 2020.

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