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Heritage Wealth Management (Arizona)’s DXC Technology DXC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DXC Stock Details DXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$53.8K Buy
2,032
+924
+83% +$25.7K 0.01% 490
2022
Q3 		$27K Sell
1,108
-387
-26% -$10.6K 0.01% 480
2022
Q2 		$45.3K Hold
1,495
– – 0.02% 439
2022
Q1 		$49K Buy
+1,495
New +$49.4K 0.01% 476
2021
Q3 		$67K Sell
1,994
-721
-27% -$27.3K 0.02% 408
2021
Q2 		$106K Buy
+2,715
New +$96.9K 0.04% 328

Other funds holding DXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its DXC Technology (DXC) stake by 83% in Q4 2022, buying an estimated $25.7K and bringing the position to 2,032 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #490.

Heritage Wealth Management (Arizona) first reported a position in DXC in Q2 2021 and has held it in 6 quarters since. The position peaked at $106K in Q2 2021. 532 funds tracked by Wall St. Rank hold DXC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,032 shares of DXC Technology worth $53.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 924 DXC Technology shares in Q4 2022, an estimated $25.7K.
  • DXC Technology made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #490 holding.
  • Heritage Wealth Management (Arizona) first reported a position in DXC Technology in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s DXC Technology position peaked at $106K in Q2 2021.
  • 532 funds tracked by Wall St. Rank held DXC Technology as of Q4 2022.

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