Heritage Wealth Management (Arizona)’s Astronics ATRO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ATRO Stock Details ATRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.65K	Buy	192 +96	+100%	+$709	﹤0.01%	995
2022 Q3	$1K	Hold	96	–	–	﹤0.01%	920
2022 Q2	$814	Hold	96	–	–	﹤0.01%	933
2022 Q1	$1K	Buy	+96	New	+$1.04K	﹤0.01%	931
2021 Q3	$1K	Hold	96	–	–	﹤0.01%	844
2021 Q2	$1K	Hold	96	–	–	﹤0.01%	853
2021 Q1	$1K	Buy	+96	New	+$1.24K	﹤0.01%	709

Other funds holding ATRO

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Astronics (ATRO) stake by 100% in Q4 2022, buying an estimated $709 and bringing the position to 192 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Heritage Wealth Management (Arizona) first reported a position in ATRO in Q1 2021 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold ATRO as of Q4 2022.

Heritage Wealth Management (Arizona) held 192 shares of Astronics worth $1.65K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 96 Astronics shares in Q4 2022, an estimated $709.
Astronics made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #995 holding.
Heritage Wealth Management (Arizona) first reported a position in Astronics in Q1 2021 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Astronics as of Q4 2022.

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