HWMA
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Heritage Wealth Management (Arizona)’s Interactive Brokers IBKR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$413K Sell
13,468
-1,716
-11% -$51.2K 0.23% 90
2024
Q1 		$424K Sell
15,184
-308
-2% -$7.67K 0.22% 97
2023
Q4 		$321K Buy
+15,492
New +$317K 0.17% 114
2022
Q4 		$999K Buy
55,236
+30,908
+127% +$577K 0.14% 112
2022
Q3 		$389K Buy
24,328
+948
+4% +$14.6K 0.13% 120
2022
Q2 		$322K Buy
23,380
+3,216
+16% +$47.7K 0.11% 143
2022
Q1 		$332K Buy
+20,164
New +$347K 0.09% 175
2021
Q3 		$153K Buy
9,824
+1,584
+19% +$24.9K 0.05% 263
2021
Q2 		$135K Buy
8,240
+4,884
+146% +$84.5K 0.05% 286
2021
Q1 		$61K Buy
+3,356
New +$60.5K 0.03% 341

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OAG
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Kayne Anderson Rudnick Investment Management
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CCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return