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Heritage Wealth Management (Arizona)’s Origin Bancorp OBK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$327K Buy
8,899
+4,803
+117% +$191K 0.05% 279
2022
Q3 		$158K Buy
+4,096
New +$170K 0.05% 271

Other funds holding OBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Origin Bancorp (OBK) stake by 117% in Q4 2022, buying an estimated $191K and bringing the position to 8,899 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #279.

Heritage Wealth Management (Arizona) first reported a position in OBK in Q3 2022 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold OBK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 8,899 shares of Origin Bancorp worth $327K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 4,803 Origin Bancorp shares in Q4 2022, an estimated $191K.
  • Origin Bancorp made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #279 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Origin Bancorp in Q3 2022 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2022.

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