Heritage Wealth Management (Arizona)’s Beyond Meat BYND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.85K	Buy	150 +59	+65%	+$822	﹤0.01%	989
2022 Q3	$1K	Hold	91	–	–	﹤0.01%	922
2022 Q2	$2.18K	Hold	91	–	–	﹤0.01%	873
2022 Q1	$4K	Buy	+91	New	+$5K	﹤0.01%	813
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	804
2021 Q2	$3K	Hold	16	–	–	﹤0.01%	800
2021 Q1	$2K	Buy	+16	New	+$2.35K	﹤0.01%	694

Other funds holding BYND

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Beyond Meat (BYND) stake by 65% in Q4 2022, buying an estimated $822 and bringing the position to 150 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Heritage Wealth Management (Arizona) first reported a position in BYND in Q1 2021 and has held it in 7 quarters since. The position peaked at $4K in Q1 2022. 251 funds tracked by Wall St. Rank hold BYND as of Q4 2022.

Heritage Wealth Management (Arizona) held 150 shares of Beyond Meat worth $1.85K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 59 Beyond Meat shares in Q4 2022, an estimated $822.
Beyond Meat made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #989 holding.
Heritage Wealth Management (Arizona) first reported a position in Beyond Meat in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Beyond Meat position peaked at $4K in Q1 2022.
251 funds tracked by Wall St. Rank held Beyond Meat as of Q4 2022.

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