Heritage Wealth Management (Arizona)’s Protolabs PRLB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PRLB Stock Details PRLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.3K	Buy	90 +45	+100%	+$1.34K	﹤0.01%	968
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	896
2022 Q2	$2.15K	Sell	45 -100	-69%	-$4.64K	﹤0.01%	876
2022 Q1	$8K	Buy	+145	New	+$7.63K	﹤0.01%	741
2021 Q3	$61K	Buy	919 +43	+5%	+$3.36K	0.02%	421
2021 Q2	$80K	Buy	876 +84	+11%	+$8.27K	0.03%	378
2021 Q1	$96K	Buy	+792	New	+$132K	0.05%	253

Other funds holding PRLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Protolabs (PRLB) stake by 100% in Q4 2022, buying an estimated $1.34K and bringing the position to 90 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Heritage Wealth Management (Arizona) first reported a position in PRLB in Q1 2021 and has held it in 7 quarters since. The position peaked at $96K in Q1 2021. 199 funds tracked by Wall St. Rank hold PRLB as of Q4 2022.

Heritage Wealth Management (Arizona) held 90 shares of Protolabs worth $2.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 45 Protolabs shares in Q4 2022, an estimated $1.34K.
Protolabs made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #968 holding.
Heritage Wealth Management (Arizona) first reported a position in Protolabs in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Protolabs position peaked at $96K in Q1 2021.
199 funds tracked by Wall St. Rank held Protolabs as of Q4 2022.

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