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Heritage Wealth Management (Arizona)’s Enovis ENOV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ENOV Stock Details ENOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,717
Closed -$232K – 175
2024
Q1 		$232K Buy
+3,717
New +$222K 0.12% 158

Other funds holding ENOV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ENOV Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Enovis (ENOV) in Q2 2024, closing a stake of 3,717 shares — an estimated $232K sold.

Heritage Wealth Management (Arizona) first reported a position in ENOV in Q1 2024 and held it in 1 quarter. The position peaked at $232K in Q1 2024. 282 funds tracked by Wall St. Rank hold ENOV as of Q2 2024.

  • Heritage Wealth Management (Arizona) reported no remaining Enovis position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 3,717 Enovis shares in Q2 2024, an estimated $232K.
  • Heritage Wealth Management (Arizona) first reported a position in Enovis in Q1 2024 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Enovis position peaked at $232K in Q1 2024.
  • 282 funds tracked by Wall St. Rank held Enovis as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.