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Heritage Wealth Advisors’s Landstar System LSTR Stock Holding History

Heritage Wealth Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-122
Closed -$23.5K – 528
2024
Q1 		$23.5K Hold
122
– – ﹤0.01% 385
2023
Q4 		$23.6K Hold
122
– – ﹤0.01% 397
2023
Q3 		$21.6K Buy
+122
New +$23.4K ﹤0.01% 371

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's LSTR Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of Landstar System (LSTR) in Q2 2024, closing a stake of 122 shares — an estimated $23.5K sold.

Heritage Wealth Advisors first reported a position in LSTR in Q3 2023 and held it in 3 quarters. The position peaked at $23.6K in Q4 2023. 462 funds tracked by Wall St. Rank hold LSTR as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining Landstar System position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 122 Landstar System shares in Q2 2024, an estimated $23.5K.
  • Heritage Wealth Advisors first reported a position in Landstar System in Q3 2023 and held it in 3 quarters.
  • Heritage Wealth Advisors's Landstar System position peaked at $23.6K in Q4 2023.
  • 462 funds tracked by Wall St. Rank held Landstar System as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.