Heritage Wealth Management (Arizona)’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$654K	Buy	11,314 +5,663	+100%	+$330K	0.09%	155
2022 Q3	$353K	Buy	5,651 +116	+2%	+$7.89K	0.11%	128
2022 Q2	$360K	Buy	5,535 +128	+2%	+$7.51K	0.12%	128
2022 Q1	$319K	Buy	+5,407	New	+$317K	0.09%	181
2021 Q3	$352K	Sell	5,715 -388	-6%	-$23.7K	0.13%	130
2021 Q2	$362K	Buy	6,103 +886	+17%	+$54.5K	0.14%	124
2021 Q1	$305K	Buy	+5,217	New	+$306K	0.17%	103

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its RB Global (RBA) stake by 100% in Q4 2022, buying an estimated $330K and bringing the position to 11,314 shares worth $654K. The position accounts for 0.09% of the portfolio, ranked #155.

Heritage Wealth Management (Arizona) first reported a position in RBA in Q1 2021 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold RBA as of Q4 2022.

Heritage Wealth Management (Arizona) held 11,314 shares of RB Global worth $654K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5,663 RB Global shares in Q4 2022, an estimated $330K.
RB Global made up 0.09% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #155 holding.
Heritage Wealth Management (Arizona) first reported a position in RB Global in Q1 2021 and has held it in 7 quarters since.
353 funds tracked by Wall St. Rank held RB Global as of Q4 2022.

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