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Heritage Wealth Management (Arizona)’s Ambarella AMBA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AMBA Stock Details AMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$462K Buy
5,620
+3,215
+134% +$214K 0.07% 226
2022
Q3 		$135K Sell
2,405
-9
-0.4% -$667 0.04% 297
2022
Q2 		$158K Buy
2,414
+764
+46% +$61.6K 0.05% 279
2022
Q1 		$173K Buy
+1,650
New +$210K 0.05% 293
2021
Q3 		$112K Sell
717
-18
-2% -$2.07K 0.04% 317
2021
Q2 		$78K Buy
735
+276
+60% +$27.3K 0.03% 385
2021
Q1 		$46K Buy
+459
New +$50K 0.03% 388

Other funds holding AMBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Ambarella (AMBA) stake by 134% in Q4 2022, buying an estimated $214K and bringing the position to 5,620 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #226.

Heritage Wealth Management (Arizona) first reported a position in AMBA in Q1 2021 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold AMBA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 5,620 shares of Ambarella worth $462K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,215 Ambarella shares in Q4 2022, an estimated $214K.
  • Ambarella made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #226 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Ambarella in Q1 2021 and has held it in 7 quarters since.
  • 264 funds tracked by Wall St. Rank held Ambarella as of Q4 2022.

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