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Heritage Wealth Management (Arizona)’s Mid-America Apartment Communities MAA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MAA Stock Details MAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$10K Buy
64
+52
+433% +$8.1K ﹤0.01% 774
2022
Q3 		$2K Buy
+12
New +$2.06K ﹤0.01% 883
2021
Q2 		– Sell
-415
Closed -$60K – 921
2021
Q1 		$60K Buy
+415
New +$56.5K 0.03% 347

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Mid-America Apartment Communities (MAA) stake by 433% in Q4 2022, buying an estimated $8.1K and bringing the position to 64 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Heritage Wealth Management (Arizona) first reported a position in MAA in Q1 2021 and has held it in 3 quarters since. The position peaked at $60K in Q1 2021. 632 funds tracked by Wall St. Rank hold MAA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 64 shares of Mid-America Apartment Communities worth $10K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 52 Mid-America Apartment Communities shares in Q4 2022, an estimated $8.1K.
  • Mid-America Apartment Communities made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #774 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Mid-America Apartment Communities in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Mid-America Apartment Communities position peaked at $60K in Q1 2021.
  • 632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2022.

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