Heritage Wealth Advisors’s Knight Transportation KNX Stock Holding History

Heritage Wealth Advisors’s Portfolio KNX Stock Details KNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-450	Closed	-$25K	–	547
2023 Q2	$25K	Hold	450	–	–	﹤0.01%	382
2023 Q1	$25.5K	Hold	450	–	–	﹤0.01%	383
2022 Q4	$23.6K	Hold	450	–	–	﹤0.01%	397
2022 Q3	$22K	Hold	450	–	–	﹤0.01%	372
2022 Q2	$21K	Hold	450	–	–	﹤0.01%	419
2022 Q1	$23K	Hold	450	–	–	﹤0.01%	387
2021 Q4	$27K	Hold	450	–	–	﹤0.01%	383
2021 Q3	$23K	Hold	450	–	–	﹤0.01%	394
2021 Q2	$20.5K	Hold	450	–	–	﹤0.01%	414
2021 Q1	$21.6K	Hold	450	–	–	﹤0.01%	416
2020 Q4	$19K	Hold	450	–	–	﹤0.01%	412
2020 Q3	$18.3K	Hold	450	–	–	﹤0.01%	359
2020 Q2	$18.8K	Sell	450 -500	-53%	-$19.1K	﹤0.01%	339
2020 Q1	$31.2K	Hold	950	–	–	0.01%	278
2019 Q4	$34K	Hold	950	–	–	﹤0.01%	331
2019 Q3	$34K	Hold	950	–	–	0.01%	310
2019 Q2	$31.2K	Hold	950	–	–	﹤0.01%	296
2019 Q1	$31K	Hold	950	–	–	0.01%	261
2018 Q4	$23K	Hold	950	–	–	﹤0.01%	253
2018 Q3	$32K	Buy	+950	New	+$33.3K	0.01%	233

Other funds holding KNX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Advisors's KNX Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Knight Transportation (KNX) in Q3 2023, closing a stake of 450 shares — an estimated $25K sold.

Heritage Wealth Advisors first reported a position in KNX in Q3 2018 and held it in 20 quarters. The position peaked at $34K in Q4 2019. 474 funds tracked by Wall St. Rank hold KNX as of Q3 2023.

Heritage Wealth Advisors reported no remaining Knight Transportation position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 450 Knight Transportation shares in Q3 2023, an estimated $25K.
Heritage Wealth Advisors first reported a position in Knight Transportation in Q3 2018 and held it in 20 quarters.
Heritage Wealth Advisors's Knight Transportation position peaked at $34K in Q4 2019.
474 funds tracked by Wall St. Rank held Knight Transportation as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.