Heritage Wealth Management (Arizona)’s Boot Barn BOOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$284K	Sell	2,201 -238	-10%	-$26.8K	0.16%	120
2024 Q1	$232K	Buy	+2,439	New	+$202K	0.12%	159
2022 Q4	$492K	Buy	7,870 +4,745	+152%	+$285K	0.07%	217
2022 Q3	$183K	Buy	3,125 +571	+22%	+$38.3K	0.06%	243
2022 Q2	$176K	Buy	2,554 +323	+14%	+$27.7K	0.06%	264
2022 Q1	$211K	Buy	+2,231	New	+$212K	0.06%	263
2021 Q3	$160K	Sell	1,797 -400	-18%	-$34.5K	0.06%	254
2021 Q2	$185K	Buy	2,197 +685	+45%	+$50.2K	0.07%	236
2021 Q1	$94K	Buy	+1,512	New	+$88.7K	0.05%	255

Other funds holding BOOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BOOT Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Boot Barn (BOOT) stake by 9.8% in Q2 2024, selling an estimated $26.8K and leaving 2,201 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #120.

Heritage Wealth Management (Arizona) first reported a position in BOOT in Q1 2021 and has held it in 9 quarters since. The position peaked at $492K in Q4 2022. 345 funds tracked by Wall St. Rank hold BOOT as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,201 shares of Boot Barn worth $284K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 238 Boot Barn shares in Q2 2024, an estimated $26.8K.
Boot Barn made up 0.16% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #120 holding.
Heritage Wealth Management (Arizona) first reported a position in Boot Barn in Q1 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Boot Barn position peaked at $492K in Q4 2022.
345 funds tracked by Wall St. Rank held Boot Barn as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.