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	5 +2	+67%	+$836	﹤0.01%	989
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	922
2022 Q2	$2.18K	Hold	3	–	–	﹤0.01%	873
2022 Q1	$4K	Buy	+3	New	+$4.95K	﹤0.01%	813
2021 Q3	$2K	Hold	1	–	–	﹤0.01%	804
2021 Q2	$3K	Hold	1	–	–	﹤0.01%	800
2021 Q1	$2K	Buy	+1	New	+$4.41K	﹤0.01%	694

Other funds holding BYND

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 67% in Q4 2022, buying an estimated $836 and bringing the position to 5 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. 235 funds tracked by Wall St. Rank hold BYND as of Q4 2022.

Heritage Wealth Management (Arizona) held 5 shares of Beyond Meat worth $1.85K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2 Beyond Meat shares in Q4 2022, an estimated $836.
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.
235 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.