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Heritage Wealth Advisors’s Transact Technologies TACT Stock Holding History

Heritage Wealth Advisors’s Portfolio TACT Stock Details TACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$524 – 539
2024
Q1 		$524 Buy
+100
New +$693 ﹤0.01% 519

Other funds holding TACT

3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Heritage Wealth Advisors's TACT Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of Transact Technologies (TACT) in Q2 2024, closing a stake of 100 shares — an estimated $524 sold.

Heritage Wealth Advisors first reported a position in TACT in Q1 2024 and held it in 1 quarter. The position peaked at $524 in Q1 2024. 36 funds tracked by Wall St. Rank hold TACT as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining Transact Technologies position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 100 Transact Technologies shares in Q2 2024, an estimated $524.
  • Heritage Wealth Advisors first reported a position in Transact Technologies in Q1 2024 and held it in 1 quarter.
  • Heritage Wealth Advisors's Transact Technologies position peaked at $524 in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Transact Technologies as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.