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Heritage Wealth Management (Arizona)’s MasterBrand MBC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$408 Buy
+54
New +$442 ﹤0.01% 1053

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) opened a new position in MasterBrand (MBC) in Q4 2022: 54 shares worth $408. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

388 funds tracked by Wall St. Rank hold MBC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 54 shares of MasterBrand worth $408 as of Q4 2022.
  • MasterBrand was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • MasterBrand made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1053 holding.
  • 388 funds tracked by Wall St. Rank held MasterBrand as of Q4 2022.

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