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Heritage Wealth Management (Arizona)’s Emergent Biosolutions EBS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$850 Buy
72
+36
+100% +$557 ﹤0.01% 1035
2022
Q3 		$1K Buy
+36
New +$1K ﹤0.01% 931

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Emergent Biosolutions (EBS) stake by 100% in Q4 2022, buying an estimated $557 and bringing the position to 72 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Heritage Wealth Management (Arizona) first reported a position in EBS in Q3 2022 and has held it in 2 quarters since. The position peaked at $1K in Q3 2022. 198 funds tracked by Wall St. Rank hold EBS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 72 shares of Emergent Biosolutions worth $850 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 36 Emergent Biosolutions shares in Q4 2022, an estimated $557.
  • Emergent Biosolutions made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1035 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Emergent Biosolutions in Q3 2022 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s Emergent Biosolutions position peaked at $1K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q4 2022.

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