HWMA
CRH icon

Heritage Wealth Management (Arizona)’s CRH CRH Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CRH Stock Details CRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$27.9K Buy
700
+350
+100% +$13.1K ﹤0.01% 598
2022
Q3 		$11K Hold
350
– – ﹤0.01% 631
2022
Q2 		$12.2K Hold
350
– – ﹤0.01% 636
2022
Q1 		$14K Buy
+350
New +$16.7K ﹤0.01% 661
2021
Q3 		$16K Hold
350
– – 0.01% 585
2021
Q2 		$18K Hold
350
– – 0.01% 569
2021
Q1 		$16K Buy
+350
New +$15.7K 0.01% 517

Other funds holding CRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return