HWA
SASR

Heritage Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Heritage Wealth Advisors’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-21
Closed -$927 – 575
2021
Q2 		$927 Hold
21
– – ﹤0.01% 533
2021
Q1 		$912 Hold
21
– – ﹤0.01% 536
2020
Q4 		$1K Buy
+21
New +$599 ﹤0.01% 535

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Heritage Wealth Advisors's SASR Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2021, closing a stake of 21 shares — an estimated $927 sold.

Heritage Wealth Advisors first reported a position in SASR in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 189 funds tracked by Wall St. Rank hold SASR as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 21 Sandy Spring Bancorp Inc shares in Q3 2021, an estimated $927.
  • Heritage Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $1K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.