Heritage Wealth Management (Arizona)’s DraftKings DKNG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DKNG Stock Details DKNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$458K	Sell	40,200 -9,900	-20%	-$138K	0.07%	228
2022 Q3	$759K	Buy	+50,100	New	+$796K	0.24%	69
2021 Q3	$16K	Hold	340	–	–	0.01%	586
2021 Q2	$18K	Buy	340 +100	+42%	+$5.28K	0.01%	571
2021 Q1	$15K	Buy	+240	New	+$14.4K	0.01%	522

Other funds holding DKNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Raine Capital New York $13.5M AUM 20.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

AVA

Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) reduced its DraftKings (DKNG) stake by 20% in Q4 2022, selling an estimated $138K and leaving 40,200 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #228.

Heritage Wealth Management (Arizona) first reported a position in DKNG in Q1 2021 and has held it in 5 quarters since. The position peaked at $759K in Q3 2022. 491 funds tracked by Wall St. Rank hold DKNG as of Q4 2022.

Heritage Wealth Management (Arizona) held 40,200 shares of DraftKings worth $458K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 9,900 DraftKings shares in Q4 2022, an estimated $138K.
DraftKings made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #228 holding.
Heritage Wealth Management (Arizona) first reported a position in DraftKings in Q1 2021 and has held it in 5 quarters since.
Heritage Wealth Management (Arizona)'s DraftKings position peaked at $759K in Q3 2022.
491 funds tracked by Wall St. Rank held DraftKings as of Q4 2022.

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