Heritage Wealth Advisors’s Versum Materials, Inc. VSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
– Sell
-800
Closed -$42K – 732
2019
Q3
$42K Hold
800
– – 0.01% 296
2019
Q2
$41.3K Sell
800
-400
-33% -$20.6K 0.01% 277
2019
Q1
$60.4K Buy
1,200
+200
+20% +$7.96K 0.01% 212
2018
Q4
$27K Hold
1,000
– – 0.01% 240
2018
Q3
$36K Buy
+1,000
New +$37.7K 0.01% 222

Heritage Wealth Advisors's VSM Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of Versum Materials, Inc. (VSM) in Q4 2019, closing a stake of 800 shares — an estimated $42K sold.

Heritage Wealth Advisors first reported a position in VSM in Q3 2018 and held it in 5 quarters. The position peaked at $60.4K in Q1 2019. 0 funds tracked by Wall St. Rank hold VSM as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining Versum Materials, Inc. position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 800 Versum Materials, Inc. shares in Q4 2019, an estimated $42K.
  • Heritage Wealth Advisors first reported a position in Versum Materials, Inc. in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's Versum Materials, Inc. position peaked at $60.4K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.