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Heritage Wealth Management (Arizona)’s Immunovant IMVT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IMVT Stock Details IMVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-150
Closed -$1K – 1021
2022
Q1 		$1K Buy
+150
New +$934 ﹤0.01% 945

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EAM
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AGM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IMVT Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Immunovant (IMVT) in Q2 2022, closing a stake of 150 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in IMVT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 94 funds tracked by Wall St. Rank hold IMVT as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Immunovant position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 150 Immunovant shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in Immunovant in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Immunovant position peaked at $1K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Immunovant as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.