Heritage Wealth Management (Arizona)’s First Majestic Silver AG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$6.02K	Buy	722 +361	+100%	+$3.15K	﹤0.01%	851
2022 Q3	$3K	Hold	361	–	–	﹤0.01%	806
2022 Q2	$2.59K	Hold	361	–	–	﹤0.01%	855
2022 Q1	$5K	Buy	+361	New	+$4.23K	﹤0.01%	786
2021 Q3	$5K	Hold	461	–	–	﹤0.01%	719
2021 Q2	$7K	Buy	461 +100	+28%	+$1.67K	﹤0.01%	695
2021 Q1	$6K	Buy	+361	New	+$5.79K	﹤0.01%	621

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Majestic Silver (AG) stake by 100% in Q4 2022, buying an estimated $3.15K and bringing the position to 722 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Heritage Wealth Management (Arizona) first reported a position in AG in Q1 2021 and has held it in 7 quarters since. The position peaked at $7K in Q2 2021. 221 funds tracked by Wall St. Rank hold AG as of Q4 2022.

Heritage Wealth Management (Arizona) held 722 shares of First Majestic Silver worth $6.02K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 361 First Majestic Silver shares in Q4 2022, an estimated $3.15K.
First Majestic Silver made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #851 holding.
Heritage Wealth Management (Arizona) first reported a position in First Majestic Silver in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s First Majestic Silver position peaked at $7K in Q2 2021.
221 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.