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Heritage Wealth Management (Arizona)’s Fiverr FVRR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FVRR Stock Details FVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.4K Buy
48
+24
+100% +$754 ﹤0.01% 1001
2022
Q3 		$1K Sell
24
-36
-60% -$1.28K ﹤0.01% 941
2022
Q2 		$2.06K Sell
60
-927
-94% -$44.1K ﹤0.01% 882
2022
Q1 		$75K Buy
+987
New +$78.2K 0.02% 410

Other funds holding FVRR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BU
Builders Union London, United Kingdom $99.6M AUM 57.7% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Fiverr (FVRR) stake by 100% in Q4 2022, buying an estimated $754 and bringing the position to 48 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Heritage Wealth Management (Arizona) first reported a position in FVRR in Q1 2022 and has held it in 4 quarters since. The position peaked at $75K in Q1 2022. 221 funds tracked by Wall St. Rank hold FVRR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 48 shares of Fiverr worth $1.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 24 Fiverr shares in Q4 2022, an estimated $754.
  • Fiverr made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1001 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Fiverr in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Fiverr position peaked at $75K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held Fiverr as of Q4 2022.

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