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Heritage Wealth Management (Arizona)’s Masco MAS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$7.93K Buy
170
+124
+270% +$5.98K ﹤0.01% 807
2022
Q3 		$2K Buy
+46
New +$2.39K ﹤0.01% 884
2021
Q2 		– Sell
-320
Closed -$19K – 922
2021
Q1 		$19K Buy
+320
New +$17.9K 0.01% 496

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Masco (MAS) stake by 270% in Q4 2022, buying an estimated $5.98K and bringing the position to 170 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Heritage Wealth Management (Arizona) first reported a position in MAS in Q1 2021 and has held it in 3 quarters since. The position peaked at $19K in Q1 2021. 700 funds tracked by Wall St. Rank hold MAS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 170 shares of Masco worth $7.93K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 124 Masco shares in Q4 2022, an estimated $5.98K.
  • Masco made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #807 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Masco in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Masco position peaked at $19K in Q1 2021.
  • 700 funds tracked by Wall St. Rank held Masco as of Q4 2022.

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