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Heritage Wealth Management (Arizona)’s Aptiv APTV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$11.2K Buy
120
+60
+100% +$5.7K ﹤0.01% 758
2022
Q3 		$5K Hold
60
– – ﹤0.01% 749
2022
Q2 		$5.34K Sell
60
-200
-77% -$20.4K ﹤0.01% 759
2022
Q1 		$31K Buy
+260
New +$34.6K 0.01% 532

Other funds holding APTV

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Aptiv (APTV) stake by 100% in Q4 2022, buying an estimated $5.7K and bringing the position to 120 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Heritage Wealth Management (Arizona) first reported a position in APTV in Q1 2022 and has held it in 4 quarters since. The position peaked at $31K in Q1 2022. 735 funds tracked by Wall St. Rank hold APTV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 120 shares of Aptiv worth $11.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 60 Aptiv shares in Q4 2022, an estimated $5.7K.
  • Aptiv made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #758 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Aptiv in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Aptiv position peaked at $31K in Q1 2022.
  • 735 funds tracked by Wall St. Rank held Aptiv as of Q4 2022.

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