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Heritage Wealth Management (Arizona)’s Parsons PSN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,310
Closed -$51K – 1044
2022
Q1 		$51K Buy
+1,310
New +$44.6K 0.01% 471

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of Parsons (PSN) in Q2 2022, closing a stake of 1,310 shares — an estimated $51K sold.

Heritage Wealth Management (Arizona) first reported a position in PSN in Q1 2022 and held it in 1 quarter. The position peaked at $51K in Q1 2022. 175 funds tracked by Wall St. Rank hold PSN as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Parsons position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,310 Parsons shares in Q2 2022, an estimated $51K.
  • Heritage Wealth Management (Arizona) first reported a position in Parsons in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Parsons position peaked at $51K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Parsons as of Q2 2022.

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