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Heritage Wealth Advisors’s Mitek Systems MITK Stock Holding History

Heritage Wealth Advisors’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$71 – 529
2024
Q1 		$71 Hold
5
– – ﹤0.01% 533
2023
Q4 		$65 Buy
+5
New +$56 ﹤0.01% 545

Other funds holding MITK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Mitek Systems (MITK) in Q2 2024, closing a stake of 5 shares — an estimated $71 sold.

Heritage Wealth Advisors first reported a position in MITK in Q4 2023 and held it in 2 quarters. The position peaked at $71 in Q1 2024. 154 funds tracked by Wall St. Rank hold MITK as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining Mitek Systems position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 5 Mitek Systems shares in Q2 2024, an estimated $71.
  • Heritage Wealth Advisors first reported a position in Mitek Systems in Q4 2023 and held it in 2 quarters.
  • Heritage Wealth Advisors's Mitek Systems position peaked at $71 in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Mitek Systems as of Q2 2024.

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