HWMA
EB

Heritage Wealth Management (Arizona)’s Eventbrite EB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EB Stock Details EB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$234 Buy
40
+20
+100% +$131 ﹤0.01% 1060
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1033
2022
Q2 		$205 Hold
20
– – ﹤0.01% 967
2022
Q1 		$0 Buy
+20
New +$297 ﹤0.01% 979

Other funds holding EB

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Eventbrite (EB) stake by 100% in Q4 2022, buying an estimated $131 and bringing the position to 40 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Heritage Wealth Management (Arizona) first reported a position in EB in Q1 2022 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold EB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 40 shares of Eventbrite worth $234 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 20 Eventbrite shares in Q4 2022, an estimated $131.
  • Eventbrite made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1060 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Eventbrite in Q1 2022 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Eventbrite as of Q4 2022.

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