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Heritage Wealth Management (Arizona)’s First Industrial Realty Trust FR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$4.05K Buy
84
+42
+100% +$2K ﹤0.01% 909
2022
Q3 		$2K Buy
+42
New +$2.13K ﹤0.01% 873

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its First Industrial Realty Trust (FR) stake by 100% in Q4 2022, buying an estimated $2K and bringing the position to 84 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Heritage Wealth Management (Arizona) first reported a position in FR in Q3 2022 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 84 shares of First Industrial Realty Trust worth $4.05K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 42 First Industrial Realty Trust shares in Q4 2022, an estimated $2K.
  • First Industrial Realty Trust made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #909 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Industrial Realty Trust in Q3 2022 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2022.

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