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Heritage Wealth Management (Arizona)’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20
Closed -$1K – 1004
2022
Q1 		$1K Buy
+20
New +$931 ﹤0.01% 937

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IFA
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FFM
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MWM
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SC
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Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DFAT Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in DFAT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 400 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 20 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s U.S. Targeted Value Portfolio ETF Class Shares position peaked at $1K in Q1 2022.
  • 400 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.