HWA
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Heritage Wealth Advisors’s Cloudflare NET Stock Holding History

Heritage Wealth Advisors’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed – – 560
2022
Q2 		$0 Hold
10
– – ﹤0.01% 569
2022
Q1 		$1K Hold
10
– – ﹤0.01% 519
2021
Q4 		$1K Hold
10
– – ﹤0.01% 526
2021
Q3 		$1.13K Hold
10
– – ﹤0.01% 509
2021
Q2 		$1.06K Buy
+10
New +$828 ﹤0.01% 527

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Cloudflare (NET) in Q3 2022, closing a stake of 10 shares.

Heritage Wealth Advisors first reported a position in NET in Q2 2021 and held it in 5 quarters. The position peaked at $1.13K in Q3 2021. 563 funds tracked by Wall St. Rank hold NET as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Cloudflare position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 10 Cloudflare shares in Q3 2022.
  • Heritage Wealth Advisors first reported a position in Cloudflare in Q2 2021 and held it in 5 quarters.
  • Heritage Wealth Advisors's Cloudflare position peaked at $1.13K in Q3 2021.
  • 563 funds tracked by Wall St. Rank held Cloudflare as of Q3 2022.

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