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Heritage Wealth Management (Arizona)’s DLH Holdings DLHC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$15.2K – 1031
2022
Q2 		$15.2K Buy
+1,000
New +$16.3K 0.01% 589

Other funds holding DLHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DLHC Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of DLH Holdings (DLHC) in Q3 2022, closing a stake of 1,000 shares — an estimated $15.2K sold.

Heritage Wealth Management (Arizona) first reported a position in DLHC in Q2 2022 and held it in 1 quarter. The position peaked at $15.2K in Q2 2022. 56 funds tracked by Wall St. Rank hold DLHC as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining DLH Holdings position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,000 DLH Holdings shares in Q3 2022, an estimated $15.2K.
  • Heritage Wealth Management (Arizona) first reported a position in DLH Holdings in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s DLH Holdings position peaked at $15.2K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held DLH Holdings as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.