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Heritage Wealth Management (Arizona)’s Cintas CTAS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-508
Closed -$43K – 904
2021
Q1 		$43K Buy
+508
New +$43K 0.02% 398

Other funds holding CTAS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CTAS Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Cintas (CTAS) in Q2 2021, closing a stake of 508 shares — an estimated $43K sold.

Heritage Wealth Management (Arizona) first reported a position in CTAS in Q1 2021 and held it in 1 quarter. The position peaked at $43K in Q1 2021. 837 funds tracked by Wall St. Rank hold CTAS as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Cintas position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 508 Cintas shares in Q2 2021, an estimated $43K.
  • Heritage Wealth Management (Arizona) first reported a position in Cintas in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Cintas position peaked at $43K in Q1 2021.
  • 837 funds tracked by Wall St. Rank held Cintas as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.