Heritage Wealth Management (Arizona)’s Huntington Bancshares HBAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$7.95K	Buy	564 +282	+100%	+$4.08K	﹤0.01%	806
2022 Q3	$4K	Hold	282	–	–	﹤0.01%	786
2022 Q2	$3.39K	Hold	282	–	–	﹤0.01%	823
2022 Q1	$4K	Buy	+282	New	+$4.42K	﹤0.01%	820
2021 Q3	$4K	Hold	282	–	–	﹤0.01%	753
2021 Q2	$4K	Buy	+282	New	+$4.32K	﹤0.01%	774

Other funds holding HBAN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Huntington Bancshares (HBAN) stake by 100% in Q4 2022, buying an estimated $4.08K and bringing the position to 564 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Heritage Wealth Management (Arizona) first reported a position in HBAN in Q2 2021 and has held it in 6 quarters since. 934 funds tracked by Wall St. Rank hold HBAN as of Q4 2022.

Heritage Wealth Management (Arizona) held 564 shares of Huntington Bancshares worth $7.95K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 282 Huntington Bancshares shares in Q4 2022, an estimated $4.08K.
Huntington Bancshares made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #806 holding.
Heritage Wealth Management (Arizona) first reported a position in Huntington Bancshares in Q2 2021 and has held it in 6 quarters since.
934 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2022.

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