Heritage Wealth Management (Arizona)’s Hyatt Hotels H Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio H Stock Details H Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$90.6K	Buy	1,002 +501	+100%	+$46K	0.01%	425
2022 Q3	$41K	Hold	501	–	–	0.01%	426
2022 Q2	$37K	Sell	501 -70	-12%	-$6.07K	0.01%	465
2022 Q1	$55K	Buy	+571	New	+$53.6K	0.01%	461
2021 Q3	$42K	Hold	546	–	–	0.01%	474
2021 Q2	$42K	Hold	546	–	–	0.02%	477
2021 Q1	$45K	Buy	+546	New	+$42.9K	0.03%	391

Other funds holding H

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Hyatt Hotels (H) stake by 100% in Q4 2022, buying an estimated $46K and bringing the position to 1,002 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #425.

Heritage Wealth Management (Arizona) first reported a position in H in Q1 2021 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold H as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,002 shares of Hyatt Hotels worth $90.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 501 Hyatt Hotels shares in Q4 2022, an estimated $46K.
Hyatt Hotels made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #425 holding.
Heritage Wealth Management (Arizona) first reported a position in Hyatt Hotels in Q1 2021 and has held it in 7 quarters since.
307 funds tracked by Wall St. Rank held Hyatt Hotels as of Q4 2022.

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