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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Tyson Foods (TSN) in Q2 2023, closing a stake of 300 shares — an estimated $17.8K sold.

Heritage Wealth Advisors first reported a position in TSN in Q3 2018 and held it in 15 quarters. The position peaked at $243K in Q4 2020. 773 funds tracked by Wall St. Rank hold TSN as of Q2 2023.

Heritage Wealth Advisors reported no remaining Tyson Foods position as of Q2 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 300 Tyson Foods shares in Q2 2023, an estimated $17.8K.
Heritage Wealth Advisors first reported a position in Tyson Foods in Q3 2018 and held it in 15 quarters.
Heritage Wealth Advisors's Tyson Foods position peaked at $243K in Q4 2020.
773 funds tracked by Wall St. Rank held Tyson Foods as of Q2 2023.

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