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Heritage Wealth Advisors’s ICU Medical ICUI Stock Holding History

Heritage Wealth Advisors’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-56
Closed -$12K – 580
2020
Q4 		$12K Buy
+56
New +$10.9K ﹤0.01% 445

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Vanguard Group
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BlackRock
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NI
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JP Morgan Chase
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FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Heritage Wealth Advisors's ICUI Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of ICU Medical (ICUI) in Q1 2021, closing a stake of 56 shares — an estimated $12K sold.

Heritage Wealth Advisors first reported a position in ICUI in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 288 funds tracked by Wall St. Rank hold ICUI as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining ICU Medical position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 56 ICU Medical shares in Q1 2021, an estimated $12K.
  • Heritage Wealth Advisors first reported a position in ICU Medical in Q4 2020 and held it in 1 quarter.
  • Heritage Wealth Advisors's ICU Medical position peaked at $12K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held ICU Medical as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.