HWMA
LHCG

Heritage Wealth Management (Arizona)’s LHC Group LLC LHCG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,359
Closed -$398K – 1076
2022
Q1 		$398K Buy
+2,359
New +$315K 0.11% 151
2021
Q3 		$57K Buy
362
+55
+18% +$10.3K 0.02% 428
2021
Q2 		$61K Buy
307
+109
+55% +$21.9K 0.02% 433
2021
Q1 		$38K Buy
+198
New +$39.7K 0.02% 418

Other funds holding LHCG

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of LHC Group LLC (LHCG) in Q2 2022, closing a stake of 2,359 shares — an estimated $398K sold.

Heritage Wealth Management (Arizona) first reported a position in LHCG in Q1 2021 and held it in 4 quarters. The position peaked at $398K in Q1 2022. 316 funds tracked by Wall St. Rank hold LHCG as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining LHC Group LLC position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 2,359 LHC Group LLC shares in Q2 2022, an estimated $398K.
  • Heritage Wealth Management (Arizona) first reported a position in LHC Group LLC in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s LHC Group LLC position peaked at $398K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2022.

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