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Heritage Wealth Management (Arizona)’s GitLab GTLB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GTLB Stock Details GTLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-105
Closed -$5.58K – 1052
2022
Q2 		$5.58K Buy
+105
New +$4.88K ﹤0.01% 750

Other funds holding GTLB

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
ACMV
August Capital Management VII Palo Alto, California $265M AUM 26.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s GTLB Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of GitLab (GTLB) in Q3 2022, closing a stake of 105 shares — an estimated $5.58K sold.

Heritage Wealth Management (Arizona) first reported a position in GTLB in Q2 2022 and held it in 1 quarter. The position peaked at $5.58K in Q2 2022. 218 funds tracked by Wall St. Rank hold GTLB as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining GitLab position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 105 GitLab shares in Q3 2022, an estimated $5.58K.
  • Heritage Wealth Management (Arizona) first reported a position in GitLab in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s GitLab position peaked at $5.58K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held GitLab as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.