HWMA
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Heritage Wealth Management (Arizona)’s Moelis & Co MC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$243K Sell
4,270
-502
-11% -$27.1K 0.13% 144
2024
Q1 		$271K Sell
4,772
-154
-3% -$8.41K 0.14% 136
2023
Q4 		$276K Buy
+4,926
New +$231K 0.15% 126
2022
Q4 		$582K Buy
15,178
+8,785
+137% +$357K 0.08% 176
2022
Q3 		$216K Buy
6,393
+577
+10% +$24.2K 0.07% 211
2022
Q2 		$229K Buy
5,816
+1,282
+28% +$55.9K 0.08% 211
2022
Q1 		$213K Buy
+4,534
New +$236K 0.06% 262
2021
Q3 		$138K Buy
2,222
+447
+25% +$26.8K 0.05% 279
2021
Q2 		$101K Buy
1,775
+677
+62% +$36.8K 0.04% 337
2021
Q1 		$60K Buy
+1,098
New +$58.9K 0.03% 348

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LCOV
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WA
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TAM
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State Street
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return