Heritage Wealth Advisors’s ONE Gas OGS Stock Holding History

Heritage Wealth Advisors’s Portfolio OGS Stock Details OGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-42	Closed	-$3K	–	562
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	516
2022 Q1	$4K	Hold	42	–	–	﹤0.01%	482
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	502
2021 Q3	$2.66K	Hold	42	–	–	﹤0.01%	499
2021 Q2	$3.11K	Hold	42	–	–	﹤0.01%	497
2021 Q1	$3.23K	Hold	42	–	–	﹤0.01%	512
2020 Q4	$3K	Hold	42	–	–	﹤0.01%	506
2020 Q3	$2.9K	Hold	42	–	–	﹤0.01%	442
2020 Q2	$3.24K	Hold	42	–	–	﹤0.01%	417
2020 Q1	$3.51K	Hold	42	–	–	﹤0.01%	408
2019 Q4	$3.93K	Hold	42	–	–	﹤0.01%	458
2019 Q3	$4K	Hold	42	–	–	﹤0.01%	414
2019 Q2	$3.79K	Buy	+42	New	+$3.72K	﹤0.01%	421

Other funds holding OGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of ONE Gas (OGS) in Q3 2022, closing a stake of 42 shares — an estimated $3K sold.

Heritage Wealth Advisors first reported a position in OGS in Q2 2019 and held it in 13 quarters. The position peaked at $4K in Q1 2022. 318 funds tracked by Wall St. Rank hold OGS as of Q3 2022.

Heritage Wealth Advisors reported no remaining ONE Gas position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 42 ONE Gas shares in Q3 2022, an estimated $3K.
Heritage Wealth Advisors first reported a position in ONE Gas in Q2 2019 and held it in 13 quarters.
Heritage Wealth Advisors's ONE Gas position peaked at $4K in Q1 2022.
318 funds tracked by Wall St. Rank held ONE Gas as of Q3 2022.

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