HWMA
AIMC

Heritage Wealth Management (Arizona)’s Altra Industrial Motion Corp AIMC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-40
Closed -$2K – 1074
2022
Q1 		$2K Buy
+40
New +$1.8K ﹤0.01% 922
2021
Q3 		$2K Buy
+40
New +$2.39K ﹤0.01% 838

Other funds holding AIMC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AIMC Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Altra Industrial Motion Corp (AIMC) in Q2 2022, closing a stake of 40 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in AIMC in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 212 funds tracked by Wall St. Rank hold AIMC as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Altra Industrial Motion Corp position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 40 Altra Industrial Motion Corp shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Altra Industrial Motion Corp in Q3 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Altra Industrial Motion Corp position peaked at $2K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.