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Heritage Wealth Advisors’s Mohawk Industries MHK Stock Holding History

Heritage Wealth Advisors’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,150
Closed -$204K – 546
2021
Q3 		$204K Hold
1,150
– – 0.01% 197
2021
Q2 		$221K Hold
1,150
– – 0.01% 195
2021
Q1 		$221K Hold
1,150
– – 0.01% 198
2020
Q4 		$162K Hold
1,150
– – 0.01% 212
2020
Q3 		$112K Hold
1,150
– – 0.01% 197
2020
Q2 		$117K Buy
+1,150
New +$101K 0.02% 187
2019
Q2 		– Sell
-2
Closed -$252 – 472
2019
Q1 		$252 Hold
2
– – ﹤0.01% 440
2018
Q4 		$0 Hold
2
– – ﹤0.01% 403
2018
Q3 		$0 Buy
+2
New +$392 ﹤0.01% 388

Other funds holding MHK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's MHK Position: Q4 2021 in Review

Heritage Wealth Advisors sold out of Mohawk Industries (MHK) in Q4 2021, closing a stake of 1,150 shares — an estimated $204K sold.

Heritage Wealth Advisors first reported a position in MHK in Q3 2018 and held it in 9 quarters. The position peaked at $221K in Q1 2021. 486 funds tracked by Wall St. Rank hold MHK as of Q4 2021.

  • Heritage Wealth Advisors reported no remaining Mohawk Industries position as of Q4 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,150 Mohawk Industries shares in Q4 2021, an estimated $204K.
  • Heritage Wealth Advisors first reported a position in Mohawk Industries in Q3 2018 and held it in 9 quarters.
  • Heritage Wealth Advisors's Mohawk Industries position peaked at $221K in Q1 2021.
  • 486 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2021.

Based on Heritage Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.