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Heritage Wealth Management (Arizona)’s Crown Holdings CCK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.15K Buy
14
+7
+100% +$558 ﹤0.01% 1019
2022
Q3 		$1K Buy
+7
New +$653 ﹤0.01% 924

Other funds holding CCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Crown Holdings (CCK) stake by 100% in Q4 2022, buying an estimated $558 and bringing the position to 14 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Heritage Wealth Management (Arizona) first reported a position in CCK in Q3 2022 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold CCK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 14 shares of Crown Holdings worth $1.15K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 7 Crown Holdings shares in Q4 2022, an estimated $558.
  • Crown Holdings made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1019 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Crown Holdings in Q3 2022 and has held it in 2 quarters since.
  • 447 funds tracked by Wall St. Rank held Crown Holdings as of Q4 2022.

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