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HWA
Heritage Wealth Advisors’s
Jazz Pharmaceuticals
JAZZ
Stock Holding History
Heritage Wealth Advisors’s Portfolio
JAZZ Stock Details
JAZZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-8
Closed
-$984
–
563
2023
Q4
$984
Hold
8
–
–
﹤0.01%
516
2023
Q3
$1.04K
Hold
8
–
–
﹤0.01%
475
2023
Q2
$992
Hold
8
–
–
﹤0.01%
515
2023
Q1
$1.17K
Hold
8
–
–
﹤0.01%
526
2022
Q4
$1.27K
Hold
8
–
–
﹤0.01%
517
2022
Q3
$1.07K
Hold
8
–
–
﹤0.01%
495
2022
Q2
$1K
Hold
8
–
–
﹤0.01%
539
2022
Q1
$1K
Hold
8
–
–
﹤0.01%
518
2021
Q4
$1K
Hold
8
–
–
﹤0.01%
525
2021
Q3
$1.04K
Hold
8
–
–
﹤0.01%
511
2021
Q2
$1.42K
Buy
8
+3
+60%
+$520
﹤0.01%
520
2021
Q1
$822
Buy
+5
New
+$823
﹤0.01%
543
Other funds holding JAZZ
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$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
PCM
Polaris Capital Management
Boston, Massachusetts
$1.22B AUM
26.01%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Pacer Advisors
Malvern, Pennsylvania
$34.9B AUM
18.19%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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