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Heritage Wealth Management (Arizona)’s Genuine Parts GPC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GPC Stock Details GPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$598K Sell
4,326
-351
-8% -$52.4K 0.33% 70
2024
Q1 		$725K Sell
4,677
-80
-2% -$11.7K 0.37% 63
2023
Q4 		$659K Buy
+4,757
New +$652K 0.36% 64

Other funds holding GPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GPC Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Genuine Parts (GPC) stake by 7.5% in Q2 2024, selling an estimated $52.4K and leaving 4,326 shares worth $598K. The position accounts for 0.33% of the portfolio, ranked #70.

Heritage Wealth Management (Arizona) first reported a position in GPC in Q4 2023 and has held it in 3 quarters since. The position peaked at $725K in Q1 2024. 1,140 funds tracked by Wall St. Rank hold GPC as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 4,326 shares of Genuine Parts worth $598K as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 351 Genuine Parts shares in Q2 2024, an estimated $52.4K.
  • Genuine Parts made up 0.33% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #70 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Genuine Parts in Q4 2023 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Genuine Parts position peaked at $725K in Q1 2024.
  • 1,140 funds tracked by Wall St. Rank held Genuine Parts as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.