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Heritage Wealth Management (Arizona)’s Alaska Air ALK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$19.2K Buy
448
+224
+100% +$9.87K ﹤0.01% 669
2022
Q3 		$9K Hold
224
– – ﹤0.01% 666
2022
Q2 		$8.97K Hold
224
– – ﹤0.01% 679
2022
Q1 		$13K Buy
+224
New +$12.2K ﹤0.01% 669
2021
Q3 		$13K Hold
224
– – ﹤0.01% 618
2021
Q2 		$14K Hold
224
– – 0.01% 607
2021
Q1 		$16K Buy
+224
New +$13.5K 0.01% 513

Other funds holding ALK

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return