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Heritage Wealth Management (Arizona)’s AMERISAFE AMSF Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AMSF Stock Details AMSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$6.86K Buy
132
+66
+100% +$3.49K ﹤0.01% 829
2022
Q3 		$3K Hold
66
– – ﹤0.01% 808
2022
Q2 		$3.43K Hold
66
– – ﹤0.01% 819
2022
Q1 		$3K Buy
+66
New +$3.37K ﹤0.01% 843
2021
Q3 		$4K Hold
66
– – ﹤0.01% 745
2021
Q2 		$4K Hold
66
– – ﹤0.01% 763
2021
Q1 		$4K Buy
+66
New +$3.96K ﹤0.01% 656

Other funds holding AMSF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its AMERISAFE (AMSF) stake by 100% in Q4 2022, buying an estimated $3.49K and bringing the position to 132 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Heritage Wealth Management (Arizona) first reported a position in AMSF in Q1 2021 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold AMSF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 132 shares of AMERISAFE worth $6.86K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 66 AMERISAFE shares in Q4 2022, an estimated $3.49K.
  • AMERISAFE made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #829 holding.
  • Heritage Wealth Management (Arizona) first reported a position in AMERISAFE in Q1 2021 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held AMERISAFE as of Q4 2022.

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