Heritage Wealth Management (Arizona)’s Baozun BZUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$6.45K Buy
1,216
+566
+87% +$2.71K ﹤0.01% 845
2022
Q3
$4K Sell
650
-206
-24% -$1.77K ﹤0.01% 773
2022
Q2
$9.37K Hold
856
﹤0.01% 672
2022
Q1
$7K Buy
+856
New +$9.46K ﹤0.01% 747
2021
Q3
$21K Sell
1,193
-349
-23% -$8.58K 0.01% 546
2021
Q2
$55K Sell
1,542
-2,252
-59% -$79.3K 0.02% 442
2021
Q1
$145K Buy
+3,794
New +$162K 0.08% 202

Other funds holding BZUN

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

Heritage Wealth Management (Arizona) increased its Baozun (BZUN) stake by 87% in Q4 2022, buying an estimated $2.71K and bringing the position to 1,216 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Heritage Wealth Management (Arizona) first reported a position in BZUN in Q1 2021 and has held it in 7 quarters since. The position peaked at $145K in Q1 2021. 93 funds tracked by Wall St. Rank hold BZUN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,216 shares of Baozun worth $6.45K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 566 Baozun shares in Q4 2022, an estimated $2.71K.
  • Baozun made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #845 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Baozun in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Baozun position peaked at $145K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Baozun as of Q4 2022.

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