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Heritage Wealth Management (Arizona)’s Plug Power PLUG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$12.6K Buy
1,018
+509
+100% +$8.1K ﹤0.01% 740
2022
Q3 		$11K Hold
509
– – ﹤0.01% 638
2022
Q2 		$8.43K Hold
509
– – ﹤0.01% 690
2022
Q1 		$15K Buy
+509
New +$12.1K ﹤0.01% 653
2021
Q3 		$6K Buy
248
+180
+265% +$4.82K ﹤0.01% 710
2021
Q2 		$2K Buy
+68
New +$1.97K ﹤0.01% 839

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Plug Power (PLUG) stake by 100% in Q4 2022, buying an estimated $8.1K and bringing the position to 1,018 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Heritage Wealth Management (Arizona) first reported a position in PLUG in Q2 2021 and has held it in 6 quarters since. The position peaked at $15K in Q1 2022. 576 funds tracked by Wall St. Rank hold PLUG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,018 shares of Plug Power worth $12.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 509 Plug Power shares in Q4 2022, an estimated $8.1K.
  • Plug Power made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #740 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Plug Power in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Plug Power position peaked at $15K in Q1 2022.
  • 576 funds tracked by Wall St. Rank held Plug Power as of Q4 2022.

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