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Heritage Wealth Management (Arizona)’s First Financial Bankshares FFIN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-64
Closed -$3K – 903
2021
Q2 		$3K Sell
64
-547
-90% -$26.9K ﹤0.01% 807
2021
Q1 		$29K Buy
+611
New +$26.6K 0.02% 449

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FFIN Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of First Financial Bankshares (FFIN) in Q3 2021, closing a stake of 64 shares — an estimated $3K sold.

Heritage Wealth Management (Arizona) first reported a position in FFIN in Q1 2021 and held it in 2 quarters. The position peaked at $29K in Q1 2021. 270 funds tracked by Wall St. Rank hold FFIN as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining First Financial Bankshares position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 64 First Financial Bankshares shares in Q3 2021, an estimated $3K.
  • Heritage Wealth Management (Arizona) first reported a position in First Financial Bankshares in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s First Financial Bankshares position peaked at $29K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.