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Heritage Wealth Management (Arizona)’s BioNTech BNTX Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BNTX Stock Details BNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$71.2K Buy
474
+238
+101% +$36.6K 0.01% 459
2022
Q3 		$32K Sell
236
-6
-2% -$917 0.01% 461
2022
Q2 		$36.1K Sell
242
-5
-2% -$764 0.01% 470
2022
Q1 		$42K Buy
+247
New +$41.5K 0.01% 497

Other funds holding BNTX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its BioNTech (BNTX) stake by 101% in Q4 2022, buying an estimated $36.6K and bringing the position to 474 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #459.

Heritage Wealth Management (Arizona) first reported a position in BNTX in Q1 2022 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold BNTX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 474 shares of BioNTech worth $71.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 238 BioNTech shares in Q4 2022, an estimated $36.6K.
  • BioNTech made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #459 holding.
  • Heritage Wealth Management (Arizona) first reported a position in BioNTech in Q1 2022 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held BioNTech as of Q4 2022.

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