Heritage Wealth Management (Arizona)’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$17.3K	Buy	448 +224	+100%	+$8.19K	﹤0.01%	688
2022 Q3	$7K	Hold	224	–	–	﹤0.01%	706
2022 Q2	$7.79K	Hold	224	–	–	﹤0.01%	706
2022 Q1	$9K	Buy	+224	New	+$9.73K	﹤0.01%	723
2021 Q3	$10K	Hold	224	–	–	﹤0.01%	650
2021 Q2	$10K	Hold	224	–	–	﹤0.01%	654
2021 Q1	$10K	Buy	+224	New	+$9.65K	0.01%	574

Other funds holding FEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 100% in Q4 2022, buying an estimated $8.19K and bringing the position to 448 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Heritage Wealth Management (Arizona) first reported a position in FEZ in Q1 2021 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold FEZ as of Q4 2022.

Heritage Wealth Management (Arizona) held 448 shares of State Street SPDR EURO STOXX 50 ETF worth $17.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 224 State Street SPDR EURO STOXX 50 ETF shares in Q4 2022, an estimated $8.19K.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #688 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2021 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2022.

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