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Heritage Wealth Management (Arizona)’s Iveda Solutions IVDA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IVDA Stock Details IVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$117K Buy
26,425
+10,481
+66% +$54.8K 0.02% 393
2022
Q3 		$83K Buy
15,944
+10,346
+185% +$91.3K 0.03% 344
2022
Q2 		$59.1K Buy
+5,598
New +$78.6K 0.02% 388

Other funds holding IVDA

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
MCA
MSH Capital Advisors Scottsdale, Arizona $472M AUM 16.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Iveda Solutions (IVDA) stake by 66% in Q4 2022, buying an estimated $54.8K and bringing the position to 26,425 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #393.

Heritage Wealth Management (Arizona) first reported a position in IVDA in Q2 2022 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold IVDA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 26,425 shares of Iveda Solutions worth $117K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 10,481 Iveda Solutions shares in Q4 2022, an estimated $54.8K.
  • Iveda Solutions made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #393 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Iveda Solutions in Q2 2022 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Iveda Solutions as of Q4 2022.

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