HWA
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Heritage Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

Heritage Wealth Advisors’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-260
Closed -$20K – 558
2022
Q2 		$20K Buy
+260
New +$21.3K ﹤0.01% 423

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State Street
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EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Advisors's MSM Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of MSC Industrial Direct (MSM) in Q3 2022, closing a stake of 260 shares — an estimated $20K sold.

Heritage Wealth Advisors first reported a position in MSM in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 358 funds tracked by Wall St. Rank hold MSM as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining MSC Industrial Direct position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 260 MSC Industrial Direct shares in Q3 2022, an estimated $20K.
  • Heritage Wealth Advisors first reported a position in MSC Industrial Direct in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's MSC Industrial Direct position peaked at $20K in Q2 2022.
  • 358 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.