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Heritage Wealth Management (Arizona)’s Fortune Brands Innovations FBIN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.08K Buy
54
+22
+69% +$1.16K ﹤0.01% 936
2022
Q3 		$1K Buy
+32
New +$1.74K ﹤0.01% 937

Other funds holding FBIN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Fortune Brands Innovations (FBIN) stake by 69% in Q4 2022, buying an estimated $1.16K and bringing the position to 54 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Heritage Wealth Management (Arizona) first reported a position in FBIN in Q3 2022 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold FBIN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 54 shares of Fortune Brands Innovations worth $3.08K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 22 Fortune Brands Innovations shares in Q4 2022, an estimated $1.16K.
  • Fortune Brands Innovations made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #936 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Fortune Brands Innovations in Q3 2022 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2022.

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