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Heritage Wealth Management (Arizona)’s Cheniere Energy LNG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$20.1K Buy
134
+67
+100% +$11.2K ﹤0.01% 660
2022
Q3 		$11K Buy
+67
New +$10.2K ﹤0.01% 635

Other funds holding LNG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Cheniere Energy (LNG) stake by 100% in Q4 2022, buying an estimated $11.2K and bringing the position to 134 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Heritage Wealth Management (Arizona) first reported a position in LNG in Q3 2022 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold LNG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 134 shares of Cheniere Energy worth $20.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 67 Cheniere Energy shares in Q4 2022, an estimated $11.2K.
  • Cheniere Energy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #660 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Cheniere Energy in Q3 2022 and has held it in 2 quarters since.
  • 945 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2022.

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