Heritage Wealth Management (Arizona)’s Dick's Sporting Goods DKS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$26K	Buy	216 +108	+100%	+$12.2K	﹤0.01%	616
2022 Q3	$11K	Hold	108	–	–	﹤0.01%	632
2022 Q2	$8.14K	Hold	108	–	–	﹤0.01%	699
2022 Q1	$11K	Buy	+108	New	+$11.9K	﹤0.01%	694
2021 Q3	$13K	Hold	108	–	–	﹤0.01%	621
2021 Q2	$11K	Hold	108	–	–	﹤0.01%	647
2021 Q1	$8K	Buy	+108	New	+$7.77K	﹤0.01%	598

Other funds holding DKS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Dick's Sporting Goods (DKS) stake by 100% in Q4 2022, buying an estimated $12.2K and bringing the position to 216 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Heritage Wealth Management (Arizona) first reported a position in DKS in Q1 2021 and has held it in 7 quarters since. 527 funds tracked by Wall St. Rank hold DKS as of Q4 2022.

Heritage Wealth Management (Arizona) held 216 shares of Dick's Sporting Goods worth $26K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 108 Dick's Sporting Goods shares in Q4 2022, an estimated $12.2K.
Dick's Sporting Goods made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #616 holding.
Heritage Wealth Management (Arizona) first reported a position in Dick's Sporting Goods in Q1 2021 and has held it in 7 quarters since.
527 funds tracked by Wall St. Rank held Dick's Sporting Goods as of Q4 2022.

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