Heritage Wealth Management (Arizona)’s Eagle Bancorp EGBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$7.84K	Buy	178 +89	+100%	+$4.02K	﹤0.01%	809
2022 Q3	$4K	Hold	89	–	–	﹤0.01%	777
2022 Q2	$4.22K	Hold	89	–	–	﹤0.01%	794
2022 Q1	$5K	Buy	+89	New	+$5.32K	﹤0.01%	793
2021 Q3	$5K	Hold	89	–	–	﹤0.01%	726
2021 Q2	$5K	Hold	89	–	–	﹤0.01%	740
2021 Q1	$5K	Buy	+89	New	+$4.32K	﹤0.01%	643

Other funds holding EGBN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Eagle Bancorp (EGBN) stake by 100% in Q4 2022, buying an estimated $4.02K and bringing the position to 178 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Heritage Wealth Management (Arizona) first reported a position in EGBN in Q1 2021 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold EGBN as of Q4 2022.

Heritage Wealth Management (Arizona) held 178 shares of Eagle Bancorp worth $7.84K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 89 Eagle Bancorp shares in Q4 2022, an estimated $4.02K.
Eagle Bancorp made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #809 holding.
Heritage Wealth Management (Arizona) first reported a position in Eagle Bancorp in Q1 2021 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Eagle Bancorp as of Q4 2022.

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