HWMA
DEN

Heritage Wealth Management (Arizona)’s Denbury Inc. DEN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DEN Stock Details DEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$34.8K Buy
400
+200
+100% +$18.2K 0.01% 558
2022
Q3 		$17K Hold
200
– – 0.01% 572
2022
Q2 		$12K Buy
+200
New +$14.2K ﹤0.01% 639

Other funds holding DEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Denbury Inc. (DEN) stake by 100% in Q4 2022, buying an estimated $18.2K and bringing the position to 400 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #558.

Heritage Wealth Management (Arizona) first reported a position in DEN in Q2 2022 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold DEN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 400 shares of Denbury Inc. worth $34.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 200 Denbury Inc. shares in Q4 2022, an estimated $18.2K.
  • Denbury Inc. made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #558 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Denbury Inc. in Q2 2022 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Denbury Inc. as of Q4 2022.

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