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Heritage Wealth Advisors’s Zebra Technologies ZBRA Stock Holding History

Heritage Wealth Advisors’s Portfolio ZBRA Stock Details ZBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-70
Closed -$21K – 578
2022
Q2 		$21K Buy
70
+53
+312% +$18.5K ﹤0.01% 420
2022
Q1 		$7K Hold
17
– – ﹤0.01% 458
2021
Q4 		$10K Hold
17
– – ﹤0.01% 454
2021
Q3 		$8.76K Hold
17
– – ﹤0.01% 442
2021
Q2 		$9K Hold
17
– – ﹤0.01% 451
2021
Q1 		$8.25K Hold
17
– – ﹤0.01% 473
2020
Q4 		$7K Buy
+17
New +$5.72K ﹤0.01% 480

Other funds holding ZBRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Zebra Technologies (ZBRA) in Q3 2022, closing a stake of 70 shares — an estimated $21K sold.

Heritage Wealth Advisors first reported a position in ZBRA in Q4 2020 and held it in 7 quarters. The position peaked at $21K in Q2 2022. 705 funds tracked by Wall St. Rank hold ZBRA as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Zebra Technologies position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 70 Zebra Technologies shares in Q3 2022, an estimated $21K.
  • Heritage Wealth Advisors first reported a position in Zebra Technologies in Q4 2020 and held it in 7 quarters.
  • Heritage Wealth Advisors's Zebra Technologies position peaked at $21K in Q2 2022.
  • 705 funds tracked by Wall St. Rank held Zebra Technologies as of Q3 2022.

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