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Heritage Wealth Management (Arizona)’s Jazz Pharmaceuticals JAZZ Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio JAZZ Stock Details JAZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$637 Buy
4
+2
+100% +$293 ﹤0.01% 1043
2022
Q3 		$0 Sell
2
-1
-33% -$152 ﹤0.01% 1058
2022
Q2 		$468 Hold
3
– – ﹤0.01% 947
2022
Q1 		$0 Buy
+3
New +$435 ﹤0.01% 984
2021
Q3 		$0 Hold
3
– – ﹤0.01% 908
2021
Q2 		$1K Buy
+3
New +$520 ﹤0.01% 867

Other funds holding JAZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Jazz Pharmaceuticals (JAZZ) stake by 100% in Q4 2022, buying an estimated $293 and bringing the position to 4 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Heritage Wealth Management (Arizona) first reported a position in JAZZ in Q2 2021 and has held it in 6 quarters since. The position peaked at $1K in Q2 2021. 486 funds tracked by Wall St. Rank hold JAZZ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 4 shares of Jazz Pharmaceuticals worth $637 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2 Jazz Pharmaceuticals shares in Q4 2022, an estimated $293.
  • Jazz Pharmaceuticals made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1043 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Jazz Pharmaceuticals in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Jazz Pharmaceuticals position peaked at $1K in Q2 2021.
  • 486 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q4 2022.

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