HWMA
GTY

Heritage Wealth Management (Arizona)’s Getty Realty Corp GTY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$74K Buy
2,508
+560
+29% +$17.5K 0.03% 394
2021
Q2 		$61K Buy
1,948
+778
+66% +$24.3K 0.02% 429
2021
Q1 		$33K Buy
+1,170
New +$32.7K 0.02% 433

Other funds holding GTY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GTY Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) increased its Getty Realty Corp (GTY) stake by 29% in Q3 2021, buying an estimated $17.5K and bringing the position to 2,508 shares worth $74K. The position accounts for 0.03% of the portfolio, ranked #394.

Heritage Wealth Management (Arizona) first reported a position in GTY in Q1 2021 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold GTY as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 2,508 shares of Getty Realty Corp worth $74K as of Q3 2021.
  • Heritage Wealth Management (Arizona) bought 560 Getty Realty Corp shares in Q3 2021, an estimated $17.5K.
  • Getty Realty Corp made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #394 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Getty Realty Corp in Q1 2021 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Getty Realty Corp as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.