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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its CRH (CRH) stake by 100% in Q4 2022, buying an estimated $13.1K and bringing the position to 700 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Heritage Wealth Management (Arizona) first reported a position in CRH in Q1 2021 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold CRH as of Q4 2022.

Heritage Wealth Management (Arizona) held 700 shares of CRH worth $27.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 350 CRH shares in Q4 2022, an estimated $13.1K.
CRH made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #598 holding.
Heritage Wealth Management (Arizona) first reported a position in CRH in Q1 2021 and has held it in 7 quarters since.
222 funds tracked by Wall St. Rank held CRH as of Q4 2022.

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