HWMA
ICFI icon

Heritage Wealth Management (Arizona)’s ICF International ICFI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$279K Sell
1,879
-448
-19% -$64.7K 0.15% 125
2024
Q1 		$351K Sell
2,327
-69
-3% -$9.99K 0.18% 111
2023
Q4 		$321K Buy
+2,396
New +$315K 0.17% 113
2022
Q4 		$571K Buy
5,766
+2,445
+74% +$266K 0.08% 184
2022
Q3 		$362K Sell
3,321
-272
-8% -$27.4K 0.12% 126
2022
Q2 		$341K Buy
3,593
+362
+11% +$35.1K 0.11% 135
2022
Q1 		$304K Buy
+3,231
New +$303K 0.08% 189
2021
Q3 		$159K Buy
1,782
+327
+22% +$29.7K 0.06% 256
2021
Q2 		$128K Buy
1,455
+560
+63% +$51.2K 0.05% 295
2021
Q1 		$78K Buy
+895
New +$74.8K 0.04% 289

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WA
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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return