HWMA
GWB

Heritage Wealth Management (Arizona)’s Great Western Bancorp, Inc. GWB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4K Hold
129
– – ﹤0.01% 771
2021
Q2 		$4K Hold
129
– – ﹤0.01% 796
2021
Q1 		$4K Buy
+129
New +$3.51K ﹤0.01% 673

Other funds holding GWB

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) held its Great Western Bancorp, Inc. (GWB) position steady in Q3 2021 at 129 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Heritage Wealth Management (Arizona) first reported a position in GWB in Q1 2021 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold GWB as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 129 shares of Great Western Bancorp, Inc. worth $4K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Great Western Bancorp, Inc. share count unchanged in Q3 2021.
  • Great Western Bancorp, Inc. made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #771 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Great Western Bancorp, Inc. in Q1 2021 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q3 2021.

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