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Heritage Wealth Management (Arizona)’s Qualys QLYS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$26K Buy
232
+116
+100% +$14.5K ﹤0.01% 614
2022
Q3 		$16K Hold
116
– – 0.01% 582
2022
Q2 		$14.6K Hold
116
– – ﹤0.01% 604
2022
Q1 		$17K Buy
+116
New +$14.8K ﹤0.01% 624
2021
Q3 		$13K Hold
116
– – ﹤0.01% 625
2021
Q2 		$12K Hold
116
– – ﹤0.01% 642
2021
Q1 		$12K Buy
+116
New +$13K 0.01% 558

Other funds holding QLYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Qualys (QLYS) stake by 100% in Q4 2022, buying an estimated $14.5K and bringing the position to 232 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Heritage Wealth Management (Arizona) first reported a position in QLYS in Q1 2021 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold QLYS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 232 shares of Qualys worth $26K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 116 Qualys shares in Q4 2022, an estimated $14.5K.
  • Qualys made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #614 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Qualys in Q1 2021 and has held it in 7 quarters since.
  • 390 funds tracked by Wall St. Rank held Qualys as of Q4 2022.

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