HWMA
AMRS

Heritage Wealth Management (Arizona)’s Amyris Inc. AMRS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AMRS Stock Details AMRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$765 Buy
500
+250
+100% +$558 ﹤0.01% 1040
2022
Q3 		$1K Hold
250
– – ﹤0.01% 999
2022
Q2 		$463 Hold
250
– – ﹤0.01% 948
2022
Q1 		$1K Buy
+250
New +$1.12K ﹤0.01% 968

Other funds holding AMRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Amyris Inc. (AMRS) stake by 100% in Q4 2022, buying an estimated $558 and bringing the position to 500 shares worth $765. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Heritage Wealth Management (Arizona) first reported a position in AMRS in Q1 2022 and has held it in 4 quarters since. The position peaked at $1K in Q3 2022. 184 funds tracked by Wall St. Rank hold AMRS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 500 shares of Amyris Inc. worth $765 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 250 Amyris Inc. shares in Q4 2022, an estimated $558.
  • Amyris Inc. made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1040 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Amyris Inc. in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Amyris Inc. position peaked at $1K in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Amyris Inc. as of Q4 2022.

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