HWMA
DFTX

Heritage Wealth Management (Arizona)’s Definium Therapeutics DFTX Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$57 Buy
26
+7
+37% +$19 ﹤0.01% 1071
2022
Q3 		$0 Buy
+19
New +$182 ﹤0.01% 1067
2022
Q2 		– Sell
-20
Closed – – 1032
2022
Q1 		$0 Buy
+20
New +$347 ﹤0.01% 987
2021
Q3 		$1K Hold
20
– – ﹤0.01% 858
2021
Q2 		$1K Buy
+20
New +$1.05K ﹤0.01% 870

Other funds holding DFTX

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Definium Therapeutics (DFTX) stake by 37% in Q4 2022, buying an estimated $19 and bringing the position to 26 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Heritage Wealth Management (Arizona) first reported a position in DFTX in Q2 2021 and has held it in 5 quarters since. The position peaked at $1K in Q3 2021. 104 funds tracked by Wall St. Rank hold DFTX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 26 shares of Definium Therapeutics worth $57 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 7 Definium Therapeutics shares in Q4 2022, an estimated $19.
  • Definium Therapeutics made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1071 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Definium Therapeutics in Q2 2021 and has held it in 5 quarters since.
  • Heritage Wealth Management (Arizona)'s Definium Therapeutics position peaked at $1K in Q3 2021.
  • 104 funds tracked by Wall St. Rank held Definium Therapeutics as of Q4 2022.

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