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Heritage Wealth Advisors’s Sinclair Inc SBGI Stock Holding History

Heritage Wealth Advisors’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$65.2K – 568
2023
Q4 		$65.2K Buy
+5,000
New +$61.4K ﹤0.01% 313

Other funds holding SBGI

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Advisors's SBGI Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Sinclair Inc (SBGI) in Q1 2024, closing a stake of 5,000 shares — an estimated $65.2K sold.

Heritage Wealth Advisors first reported a position in SBGI in Q4 2023 and held it in 1 quarter. The position peaked at $65.2K in Q4 2023. 152 funds tracked by Wall St. Rank hold SBGI as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Sinclair Inc position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 5,000 Sinclair Inc shares in Q1 2024, an estimated $65.2K.
  • Heritage Wealth Advisors first reported a position in Sinclair Inc in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Sinclair Inc position peaked at $65.2K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.