Heritage Wealth Management (Arizona)’s Integra LifeSciences IART Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$580K	Buy	10,338 +5,662	+121%	+$288K	0.08%	179
2022 Q3	$198K	Buy	4,676 +130	+3%	+$6.66K	0.06%	225
2022 Q2	$246K	Buy	4,546 +404	+10%	+$24.3K	0.08%	195
2022 Q1	$266K	Buy	+4,142	New	+$273K	0.07%	214
2021 Q3	$196K	Buy	2,865 +434	+18%	+$30.7K	0.07%	221
2021 Q2	$166K	Buy	2,431 +879	+57%	+$62.2K	0.06%	260
2021 Q1	$107K	Buy	+1,552	New	+$105K	0.06%	242

Other funds holding IART

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Integra LifeSciences (IART) stake by 121% in Q4 2022, buying an estimated $288K and bringing the position to 10,338 shares worth $580K. The position accounts for 0.08% of the portfolio, ranked #179.

Heritage Wealth Management (Arizona) first reported a position in IART in Q1 2021 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold IART as of Q4 2022.

Heritage Wealth Management (Arizona) held 10,338 shares of Integra LifeSciences worth $580K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5,662 Integra LifeSciences shares in Q4 2022, an estimated $288K.
Integra LifeSciences made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #179 holding.
Heritage Wealth Management (Arizona) first reported a position in Integra LifeSciences in Q1 2021 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held Integra LifeSciences as of Q4 2022.

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