Heritage Wealth Management (Arizona)’s Davis Select Worldwide ETF DWLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Buy	+24	New	+$752	﹤0.01%	847

Other funds holding DWLD

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DWLD Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) opened a new position in Davis Select Worldwide ETF (DWLD) in Q3 2021: 24 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings.

44 funds tracked by Wall St. Rank hold DWLD as of Q3 2021.

Heritage Wealth Management (Arizona) held 24 shares of Davis Select Worldwide ETF worth $1K as of Q3 2021.
Davis Select Worldwide ETF was a new Heritage Wealth Management (Arizona) position in Q3 2021.
Davis Select Worldwide ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #847 holding.
44 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.