Heritage Wealth Advisors’s Timken Company TKR Stock Holding History

Heritage Wealth Advisors’s Portfolio TKR Stock Details TKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-90	Closed	-$5K	–	572
2022 Q2	$5K	Hold	90	–	–	﹤0.01%	494
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	474
2021 Q4	$6K	Hold	90	–	–	﹤0.01%	476
2021 Q3	$5.89K	Hold	90	–	–	﹤0.01%	466
2021 Q2	$7.25K	Hold	90	–	–	﹤0.01%	463
2021 Q1	$7.3K	Hold	90	–	–	﹤0.01%	477
2020 Q4	$7K	Hold	90	–	–	﹤0.01%	478
2020 Q3	$4.88K	Hold	90	–	–	﹤0.01%	427
2020 Q2	$4.09K	Hold	90	–	–	﹤0.01%	411
2020 Q1	$2.91K	Hold	90	–	–	﹤0.01%	412
2019 Q4	$5.07K	Hold	90	–	–	﹤0.01%	443
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	418
2019 Q2	$4.62K	Buy	+90	New	+$4.3K	﹤0.01%	418

Other funds holding TKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Advisors's TKR Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Timken Company (TKR) in Q3 2022, closing a stake of 90 shares — an estimated $5K sold.

Heritage Wealth Advisors first reported a position in TKR in Q2 2019 and held it in 13 quarters. The position peaked at $7.3K in Q1 2021. 345 funds tracked by Wall St. Rank hold TKR as of Q3 2022.

Heritage Wealth Advisors reported no remaining Timken Company position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 90 Timken Company shares in Q3 2022, an estimated $5K.
Heritage Wealth Advisors first reported a position in Timken Company in Q2 2019 and held it in 13 quarters.
Heritage Wealth Advisors's Timken Company position peaked at $7.3K in Q1 2021.
345 funds tracked by Wall St. Rank held Timken Company as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.