Heritage Wealth Management (Arizona)’s RELX RELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$956K	Sell	20,839 -1,743	-8%	-$75.6K	0.53%	43
2024 Q1	$978K	Sell	22,582 -1,334	-6%	-$56.4K	0.5%	46
2023 Q4	$949K	Buy	+23,916	New	+$881K	0.51%	44
2022 Q4	$2.05M	Buy	73,899 +41,266	+126%	+$1.11M	0.29%	58
2022 Q3	$793K	Buy	32,633 +3,088	+10%	+$83.8K	0.25%	65
2022 Q2	$796K	Buy	29,545 +3,855	+15%	+$111K	0.26%	68
2022 Q1	$799K	Buy	+25,690	New	+$778K	0.22%	79
2021 Q3	$367K	Buy	12,726 +2,149	+20%	+$63.3K	0.13%	123
2021 Q2	$282K	Buy	+10,577	New	+$281K	0.11%	165

Other funds holding RELX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RELX Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its RELX (RELX) stake by 7.7% in Q2 2024, selling an estimated $75.6K and leaving 20,839 shares worth $956K. The position accounts for 0.53% of the portfolio, ranked #43.

Heritage Wealth Management (Arizona) first reported a position in RELX in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.05M in Q4 2022. 435 funds tracked by Wall St. Rank hold RELX as of Q2 2024.

Heritage Wealth Management (Arizona) held 20,839 shares of RELX worth $956K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 1,743 RELX shares in Q2 2024, an estimated $75.6K.
RELX made up 0.53% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #43 holding.
Heritage Wealth Management (Arizona) first reported a position in RELX in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s RELX position peaked at $2.05M in Q4 2022.
435 funds tracked by Wall St. Rank held RELX as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.