Heritage Wealth Management (Arizona)’s Mitek Systems MITK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MITK Stock Details MITK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.42K	Buy	250 +125	+100%	+$1.32K	﹤0.01%	960
2022 Q3	$1K	Hold	125	–	–	﹤0.01%	953
2022 Q2	$1.16K	Hold	125	–	–	﹤0.01%	918
2022 Q1	$2K	Buy	+125	New	+$1.91K	﹤0.01%	900
2021 Q3	$2K	Hold	125	–	–	﹤0.01%	824
2021 Q2	$2K	Sell	125 -485	-80%	-$8.16K	﹤0.01%	834
2021 Q1	$9K	Buy	+610	New	+$9.79K	0.01%	588

Other funds holding MITK

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Mitek Systems (MITK) stake by 100% in Q4 2022, buying an estimated $1.32K and bringing the position to 250 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Heritage Wealth Management (Arizona) first reported a position in MITK in Q1 2021 and has held it in 7 quarters since. The position peaked at $9K in Q1 2021. 158 funds tracked by Wall St. Rank hold MITK as of Q4 2022.

Heritage Wealth Management (Arizona) held 250 shares of Mitek Systems worth $2.42K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 125 Mitek Systems shares in Q4 2022, an estimated $1.32K.
Mitek Systems made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #960 holding.
Heritage Wealth Management (Arizona) first reported a position in Mitek Systems in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Mitek Systems position peaked at $9K in Q1 2021.
158 funds tracked by Wall St. Rank held Mitek Systems as of Q4 2022.

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