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Heritage Wealth Management (Arizona)’s Nucor NUE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$15.3K Buy
116
+83
+252% +$11.3K ﹤0.01% 719
2022
Q3 		$4K Buy
+33
New +$4.14K ﹤0.01% 793

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Nucor (NUE) stake by 252% in Q4 2022, buying an estimated $11.3K and bringing the position to 116 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Heritage Wealth Management (Arizona) first reported a position in NUE in Q3 2022 and has held it in 2 quarters since. 1,140 funds tracked by Wall St. Rank hold NUE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 116 shares of Nucor worth $15.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 83 Nucor shares in Q4 2022, an estimated $11.3K.
  • Nucor made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #719 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Nucor in Q3 2022 and has held it in 2 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Nucor as of Q4 2022.

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