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Heritage Wealth Advisors’s Kura Sushi USA KRUS Stock Holding History

Heritage Wealth Advisors’s Portfolio KRUS Stock Details KRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-755
Closed -$9.89K – 553
2020
Q3 		$9.89K Buy
755
+230
+44% +$2.88K ﹤0.01% 395
2020
Q2 		$7.5K Hold
525
– – ﹤0.01% 390
2020
Q1 		$6.28K Sell
525
-402
-43% -$7.91K ﹤0.01% 392
2019
Q4 		$23.6K Hold
927
– – ﹤0.01% 369
2019
Q3 		$18K Buy
+927
New +$20.4K ﹤0.01% 355

Other funds holding KRUS

PCI
Pacifica Capital Investments Leander, Texas $294M AUM 45.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $214M AUM 32.43% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Heritage Wealth Advisors's KRUS Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of Kura Sushi USA (KRUS) in Q4 2020, closing a stake of 755 shares — an estimated $9.89K sold.

Heritage Wealth Advisors first reported a position in KRUS in Q3 2019 and held it in 5 quarters. The position peaked at $23.6K in Q4 2019. 41 funds tracked by Wall St. Rank hold KRUS as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining Kura Sushi USA position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 755 Kura Sushi USA shares in Q4 2020, an estimated $9.89K.
  • Heritage Wealth Advisors first reported a position in Kura Sushi USA in Q3 2019 and held it in 5 quarters.
  • Heritage Wealth Advisors's Kura Sushi USA position peaked at $23.6K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Kura Sushi USA as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.