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 $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return