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Heritage Wealth Management (Arizona)’s Globant GLOB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GLOB Stock Details GLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$689K Buy
4,096
+2,127
+108% +$377K 0.1% 147
2022
Q3 		$368K Sell
1,969
-23
-1% -$4.74K 0.12% 125
2022
Q2 		$347K Sell
1,992
-12
-0.6% -$2.44K 0.12% 134
2022
Q1 		$525K Buy
+2,004
New +$508K 0.14% 108
2021
Q3 		$524K Sell
1,866
-143
-7% -$39.2K 0.19% 85
2021
Q2 		$440K Buy
+2,009
New +$442K 0.17% 99

Other funds holding GLOB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Globant (GLOB) stake by 108% in Q4 2022, buying an estimated $377K and bringing the position to 4,096 shares worth $689K. The position accounts for 0.1% of the portfolio, ranked #147.

Heritage Wealth Management (Arizona) first reported a position in GLOB in Q2 2021 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold GLOB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 4,096 shares of Globant worth $689K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,127 Globant shares in Q4 2022, an estimated $377K.
  • Globant made up 0.1% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #147 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Globant in Q2 2021 and has held it in 6 quarters since.
  • 321 funds tracked by Wall St. Rank held Globant as of Q4 2022.

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