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Heritage Wealth Advisors’s Skyworks Solutions SWKS Stock Holding History

Heritage Wealth Advisors’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21
Closed -$2.48K – 588
2023
Q1 		$2.48K Buy
+21
New +$2.33K ﹤0.01% 508
2019
Q2 		– Sell
-8
Closed -$660 – 484
2019
Q1 		$660 Hold
8
– – ﹤0.01% 433
2018
Q4 		$0 Hold
8
– – ﹤0.01% 412
2018
Q3 		$0 Buy
+8
New +$749 ﹤0.01% 391

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Heritage Wealth Advisors's SWKS Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of Skyworks Solutions (SWKS) in Q2 2023, closing a stake of 21 shares — an estimated $2.48K sold.

Heritage Wealth Advisors first reported a position in SWKS in Q3 2018 and held it in 4 quarters. The position peaked at $2.48K in Q1 2023. 889 funds tracked by Wall St. Rank hold SWKS as of Q2 2023.

  • Heritage Wealth Advisors reported no remaining Skyworks Solutions position as of Q2 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 21 Skyworks Solutions shares in Q2 2023, an estimated $2.48K.
  • Heritage Wealth Advisors first reported a position in Skyworks Solutions in Q3 2018 and held it in 4 quarters.
  • Heritage Wealth Advisors's Skyworks Solutions position peaked at $2.48K in Q1 2023.
  • 889 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.