HWMA
FPI

Heritage Wealth Management (Arizona)’s Farmland Partners FPI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$36.6K Buy
2,940
+1,470
+100% +$19.4K 0.01% 555
2022
Q3 		$19K Buy
+1,470
New +$20.9K 0.01% 538

Other funds holding FPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Farmland Partners (FPI) stake by 100% in Q4 2022, buying an estimated $19.4K and bringing the position to 2,940 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #555.

Heritage Wealth Management (Arizona) first reported a position in FPI in Q3 2022 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold FPI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,940 shares of Farmland Partners worth $36.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,470 Farmland Partners shares in Q4 2022, an estimated $19.4K.
  • Farmland Partners made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #555 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Farmland Partners in Q3 2022 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2022.

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