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Heritage Wealth Advisors’s Steris STE Stock Holding History

Heritage Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-170
Closed -$25.3K – 466
2019
Q2 		$25.3K Hold
170
– – ﹤0.01% 318
2019
Q1 		$21.8K Buy
+170
New +$20K ﹤0.01% 301

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's STE Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of Steris (STE) in Q3 2019, closing a stake of 170 shares — an estimated $25.3K sold.

Heritage Wealth Advisors first reported a position in STE in Q1 2019 and held it in 2 quarters. The position peaked at $25.3K in Q2 2019. 480 funds tracked by Wall St. Rank hold STE as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining Steris position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 170 Steris shares in Q3 2019, an estimated $25.3K.
  • Heritage Wealth Advisors first reported a position in Steris in Q1 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's Steris position peaked at $25.3K in Q2 2019.
  • 480 funds tracked by Wall St. Rank held Steris as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.