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Heritage Wealth Management (Arizona)’s Keysight KEYS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$34.2K Buy
200
+100
+100% +$17K ﹤0.01% 561
2022
Q3 		$16K Hold
100
– – 0.01% 579
2022
Q2 		$13.8K Hold
100
– – ﹤0.01% 613
2022
Q1 		$16K Buy
+100
New +$16.7K ﹤0.01% 632
2021
Q3 		$16K Hold
100
– – 0.01% 588
2021
Q2 		$15K Hold
100
– – 0.01% 601
2021
Q1 		$14K Buy
+100
New +$14.2K 0.01% 537

Other funds holding KEYS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Keysight (KEYS) stake by 100% in Q4 2022, buying an estimated $17K and bringing the position to 200 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Heritage Wealth Management (Arizona) first reported a position in KEYS in Q1 2021 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold KEYS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 200 shares of Keysight worth $34.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 100 Keysight shares in Q4 2022, an estimated $17K.
  • Keysight made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #561 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Keysight in Q1 2021 and has held it in 7 quarters since.
  • 912 funds tracked by Wall St. Rank held Keysight as of Q4 2022.

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