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Heritage Wealth Management (Arizona)’s Movado Group MOV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MOV Stock Details MOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$518K Buy
16,052
+8,825
+122% +$282K 0.07% 207
2022
Q3 		$204K Buy
7,227
+157
+2% +$5.15K 0.07% 220
2022
Q2 		$219K Buy
7,070
+713
+11% +$25K 0.07% 221
2022
Q1 		$248K Buy
+6,357
New +$241K 0.07% 231
2021
Q3 		$137K Buy
4,349
+496
+13% +$15.9K 0.05% 281
2021
Q2 		$121K Buy
3,853
+1,404
+57% +$42.8K 0.05% 308
2021
Q1 		$70K Buy
+2,449
New +$55.3K 0.04% 311

Other funds holding MOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Movado Group (MOV) stake by 122% in Q4 2022, buying an estimated $282K and bringing the position to 16,052 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #207.

Heritage Wealth Management (Arizona) first reported a position in MOV in Q1 2021 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold MOV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 16,052 shares of Movado Group worth $518K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 8,825 Movado Group shares in Q4 2022, an estimated $282K.
  • Movado Group made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #207 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Movado Group in Q1 2021 and has held it in 7 quarters since.
  • 169 funds tracked by Wall St. Rank held Movado Group as of Q4 2022.

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