Heritage Wealth Advisors’s Tyson Foods TSN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-300	Closed	-$17.8K	–	591
2023 Q1	$17.8K	Hold	300	–	–	﹤0.01%	409
2022 Q4	$18.7K	Hold	300	–	–	﹤0.01%	416
2022 Q3	$19.8K	Hold	300	–	–	﹤0.01%	384
2022 Q2	$26K	Hold	300	–	–	﹤0.01%	396
2022 Q1	$27K	Hold	300	–	–	﹤0.01%	373
2021 Q4	$26K	Hold	300	–	–	﹤0.01%	389
2021 Q3	$23.7K	Hold	300	–	–	﹤0.01%	391
2021 Q2	$22.1K	Sell	300 -1,028	-77%	-$79.8K	﹤0.01%	404
2021 Q1	$98.7K	Sell	1,328 -2,436	-65%	-$168K	0.01%	269
2020 Q4	$243K	Buy	3,764 +3,564	+1,782%	+$222K	0.02%	183
2020 Q3	$11.9K	Buy	+200	New	+$12.3K	﹤0.01%	391
2020 Q1	–	Sell	-10	Closed	-$910	–	578
2019 Q4	$910	Buy	+10	New	+$860	﹤0.01%	673
2019 Q2	–	Sell	-42	Closed	-$2.92K	–	487
2019 Q1	$2.92K	Hold	42	–	–	﹤0.01%	402
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	366
2018 Q3	$2K	Buy	+42	New	+$2.63K	﹤0.01%	361

Other funds holding TSN

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

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return