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Heritage Wealth Management (Arizona)’s Harte-Hanks HHS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio HHS Stock Details HHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$13.3K Buy
1,138
+569
+100% +$6.3K ﹤0.01% 733
2022
Q3 		$6K Hold
569
– – ﹤0.01% 732
2022
Q2 		$7.25K Buy
569
+35
+7% +$306 ﹤0.01% 716
2022
Q1 		$4K Buy
+534
New +$3.82K ﹤0.01% 821

Other funds holding HHS

WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Harte-Hanks (HHS) stake by 100% in Q4 2022, buying an estimated $6.3K and bringing the position to 1,138 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Heritage Wealth Management (Arizona) first reported a position in HHS in Q1 2022 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold HHS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,138 shares of Harte-Hanks worth $13.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 569 Harte-Hanks shares in Q4 2022, an estimated $6.3K.
  • Harte-Hanks made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #733 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Harte-Hanks in Q1 2022 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Harte-Hanks as of Q4 2022.

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