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Heritage Wealth Management (Arizona)’s Nexa Resources NEXA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NEXA Stock Details NEXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-200
Closed -$2K – 1035
2022
Q1 		$2K Buy
+200
New +$1.73K ﹤0.01% 902

Other funds holding NEXA

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NEXA Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Nexa Resources (NEXA) in Q2 2022, closing a stake of 200 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in NEXA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 31 funds tracked by Wall St. Rank hold NEXA as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Nexa Resources position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 200 Nexa Resources shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Nexa Resources in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Nexa Resources position peaked at $2K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Nexa Resources as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.