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Heritage Wealth Management (Arizona)’s Gilead Sciences GILD Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$31.6K Buy
368
+130
+55% +$10.3K ﹤0.01% 576
2022
Q3 		$15K Buy
238
+108
+83% +$6.81K ﹤0.01% 588
2022
Q2 		$8.04K Buy
130
+9
+7% +$557 ﹤0.01% 700
2022
Q1 		$7K Buy
+121
New +$7.74K ﹤0.01% 756
2021
Q3 		$7K Sell
96
-100
-51% -$7.03K ﹤0.01% 694
2021
Q2 		$13K Hold
196
– – ﹤0.01% 626
2021
Q1 		$13K Buy
+196
New +$12.6K 0.01% 546

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Gilead Sciences (GILD) stake by 55% in Q4 2022, buying an estimated $10.3K and bringing the position to 368 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Heritage Wealth Management (Arizona) first reported a position in GILD in Q1 2021 and has held it in 7 quarters since. 1,767 funds tracked by Wall St. Rank hold GILD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 368 shares of Gilead Sciences worth $31.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 130 Gilead Sciences shares in Q4 2022, an estimated $10.3K.
  • Gilead Sciences made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #576 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Gilead Sciences in Q1 2021 and has held it in 7 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2022.

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