HWMA
ACC

Heritage Wealth Management (Arizona)’s American Campus Communities, Inc. ACC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ACC Stock Details ACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,715
Closed -$111K – 1125
2022
Q2 		$111K Hold
1,715
– – 0.04% 320
2022
Q1 		$96K Buy
+1,715
New +$91.8K 0.03% 373
2021
Q3 		$83K Buy
1,715
+40
+2% +$1.99K 0.03% 376
2021
Q2 		$78K Hold
1,675
– – 0.03% 388
2021
Q1 		$72K Buy
+1,675
New +$71.1K 0.04% 307

Other funds holding ACC

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ACC Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of American Campus Communities, Inc. (ACC) in Q3 2022, closing a stake of 1,715 shares — an estimated $111K sold.

Heritage Wealth Management (Arizona) first reported a position in ACC in Q1 2021 and held it in 5 quarters. The position peaked at $111K in Q2 2022. 4 funds tracked by Wall St. Rank hold ACC as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining American Campus Communities, Inc. position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,715 American Campus Communities, Inc. shares in Q3 2022, an estimated $111K.
  • Heritage Wealth Management (Arizona) first reported a position in American Campus Communities, Inc. in Q1 2021 and held it in 5 quarters.
  • Heritage Wealth Management (Arizona)'s American Campus Communities, Inc. position peaked at $111K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held American Campus Communities, Inc. as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.