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Heritage Wealth Management (Arizona)’s Medpace MEDP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$624K Buy
2,940
+1,410
+92% +$282K 0.09% 164
2022
Q3 		$240K Buy
1,530
+32
+2% +$5.11K 0.08% 192
2022
Q2 		$224K Buy
1,498
+794
+113% +$115K 0.07% 215
2022
Q1 		$115K Buy
+704
New +$116K 0.03% 352
2021
Q3 		$170K Buy
900
+136
+18% +$24.8K 0.06% 243
2021
Q2 		$135K Buy
764
+304
+66% +$52.5K 0.05% 287
2021
Q1 		$75K Buy
+460
New +$70.4K 0.04% 299

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Medpace (MEDP) stake by 92% in Q4 2022, buying an estimated $282K and bringing the position to 2,940 shares worth $624K. The position accounts for 0.09% of the portfolio, ranked #164.

Heritage Wealth Management (Arizona) first reported a position in MEDP in Q1 2021 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold MEDP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,940 shares of Medpace worth $624K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,410 Medpace shares in Q4 2022, an estimated $282K.
  • Medpace made up 0.09% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #164 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Medpace in Q1 2021 and has held it in 7 quarters since.
  • 422 funds tracked by Wall St. Rank held Medpace as of Q4 2022.

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