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Heritage Wealth Management (Arizona)’s Linde LIN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Buy
+1
New +$304 ﹤0.01% 910
2021
Q2 		– Sell
-452
Closed -$127K – 920
2021
Q1 		$127K Buy
+452
New +$117K 0.07% 218

Other funds holding LIN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s LIN Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) opened a new position in Linde (LIN) in Q3 2021: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in LIN as recently as Q1 2021.

Heritage Wealth Management (Arizona) first reported a position in LIN in Q1 2021 and has held it in 2 quarters since. The position peaked at $127K in Q1 2021. 1,301 funds tracked by Wall St. Rank hold LIN as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 1 share of Linde worth $0 as of Q3 2021.
  • Linde was a new Heritage Wealth Management (Arizona) position in Q3 2021.
  • Linde made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #910 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Linde in Q1 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s Linde position peaked at $127K in Q1 2021.
  • 1,301 funds tracked by Wall St. Rank held Linde as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.