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Heritage Wealth Management (Arizona)’s Element Solutions ESI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.22K Buy
122
+61
+100% +$1.1K ﹤0.01% 971
2022
Q3 		$1K Buy
+61
New +$1.14K ﹤0.01% 934

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Element Solutions (ESI) stake by 100% in Q4 2022, buying an estimated $1.1K and bringing the position to 122 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Heritage Wealth Management (Arizona) first reported a position in ESI in Q3 2022 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold ESI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 122 shares of Element Solutions worth $2.22K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 61 Element Solutions shares in Q4 2022, an estimated $1.1K.
  • Element Solutions made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #971 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Element Solutions in Q3 2022 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Element Solutions as of Q4 2022.

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