Heritage Wealth Management (Arizona)’s RBC Bearings RBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$20.9K	Buy	100 +50	+100%	+$11.4K	﹤0.01%	654
2022 Q3	$10K	Hold	50	–	–	﹤0.01%	656
2022 Q2	$9.25K	Hold	50	–	–	﹤0.01%	674
2022 Q1	$10K	Buy	+50	New	+$9.54K	﹤0.01%	713
2021 Q3	$11K	Hold	50	–	–	﹤0.01%	644
2021 Q2	$10K	Buy	+50	New	+$9.88K	﹤0.01%	665

Other funds holding RBC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its RBC Bearings (RBC) stake by 100% in Q4 2022, buying an estimated $11.4K and bringing the position to 100 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Heritage Wealth Management (Arizona) first reported a position in RBC in Q2 2021 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold RBC as of Q4 2022.

Heritage Wealth Management (Arizona) held 100 shares of RBC Bearings worth $20.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 50 RBC Bearings shares in Q4 2022, an estimated $11.4K.
RBC Bearings made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #654 holding.
Heritage Wealth Management (Arizona) first reported a position in RBC Bearings in Q2 2021 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2022.

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